+68.0%
LIN vs DPZ
-27.3%
+95.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -0.9% | -0.7% |
| 7D | +3.6% | +9.5% | -5.9% | +1.5% |
| 30D | +6.4% | +12.8% | -6.4% | +3.5% |
| 3M | +6.5% | -6.2% | +12.7% | +7.8% |
| 6M | +4.9% | +4.3% | +0.6% | +3.3% |
| YTD | +23.4% | -16.6% | +40.0% | +27.7% |
| 1Y | +26.3% | -12.8% | +39.2% | +29.2% |
| 3Y | +38.0% | -0.8% | +38.8% | +34.2% |
| 5Y | +68.0% | -25.8% | +93.8% | +72.1% |
| All | +68.0% | -27.3% | +95.2% | +72.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling