+2,331.0%
LITE vs DPZ
+153.4%
+2,177.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.7% | +5.7% | +4.4% |
| 7D | -1.5% | -2.5% | +1.0% | -1.0% |
| 30D | +6.7% | -7.0% | +13.6% | +8.1% |
| 3M | -6.8% | +11.6% | -18.4% | -10.7% |
| 6M | +29.4% | -15.2% | +44.6% | +33.1% |
| YTD | +139.1% | -17.2% | +156.3% | +146.9% |
| 1Y | +521.0% | -24.8% | +545.8% | +558.1% |
| 3Y | +1,535.3% | -8.7% | +1,544.0% | +1,514.8% |
| 5Y | +889.8% | -28.9% | +918.8% | +929.9% |
| All | +2,331.0% | +153.4% | +2,177.6% | +1,471.6% |
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