+45.5%
IQV vs DPZ
-25.6%
+71.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -0.9% |
| 7D | +2.3% | -2.5% | +4.8% | +3.1% |
| 30D | +13.4% | -7.0% | +20.4% | +16.0% |
| 3M | +43.3% | +11.6% | +31.7% | +38.0% |
| 6M | +50.5% | -15.2% | +65.7% | +56.1% |
| YTD | +18.8% | -17.2% | +36.0% | +23.0% |
| 1Y | +45.5% | -24.8% | +70.3% | +55.2% |
| All | +45.5% | -25.6% | +71.0% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DPZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling