+19.3%
IQV vs DPZ
-12.8%
+32.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | +0.5% |
| 7D | -2.6% | -7.3% | +4.7% | -0.2% |
| 30D | +6.2% | -7.6% | +13.8% | +8.8% |
| 3M | +38.0% | +1.8% | +36.2% | +36.6% |
| 6M | +43.9% | -21.8% | +65.7% | +54.7% |
| YTD | +14.0% | -22.0% | +36.0% | +22.4% |
| 1Y | +35.5% | -28.6% | +64.1% | +49.7% |
| All | +19.3% | -12.8% | +32.2% | +14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling