+231.0%
IQV vs DPZ
+145.4%
+85.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.5% |
| 7D | -5.3% | -8.6% | +3.3% | -2.9% |
| 30D | +5.5% | -11.2% | +16.7% | +8.9% |
| 3M | +41.2% | +1.4% | +39.8% | +40.3% |
| 6M | +50.5% | -19.9% | +70.4% | +58.8% |
| YTD | +14.1% | -23.0% | +37.2% | +21.7% |
| 1Y | +39.9% | -28.2% | +68.2% | +51.8% |
| 3Y | +20.5% | -14.2% | +34.7% | +23.2% |
| 5Y | -1.2% | -33.4% | +32.2% | +4.6% |
| All | +231.0% | +145.4% | +85.6% | +189.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling