+38.3%
KMB vs DPZ
+140.2%
-102.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.5% | -0.5% | +1.8% |
| 7D | +0.9% | +2.2% | -1.3% | +0.7% |
| 30D | +10.1% | +15.5% | -5.4% | +8.4% |
| 3M | 0.0% | -2.0% | +2.0% | +0.1% |
| 6M | +15.7% | +12.1% | +3.5% | +14.3% |
| YTD | +12.6% | -16.6% | +29.2% | +14.1% |
| 1Y | +10.1% | -14.6% | +24.7% | +11.3% |
| 3Y | +2.1% | -4.1% | +6.3% | +1.6% |
| 5Y | -0.7% | -28.3% | +27.6% | +0.2% |
| All | +38.3% | +140.2% | -102.0% | +22.2% |
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 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