+957.9%
MU vs DPZ
-29.5%
+987.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -1.8% |
| 7D | +21.6% | -2.5% | +24.1% | +22.1% |
| 30D | -16.2% | +12.5% | -28.8% | -18.3% |
| 3M | -12.4% | -5.2% | -7.2% | -11.8% |
| 6M | +4.2% | +8.8% | -4.6% | +0.1% |
| YTD | +180.0% | -18.7% | +198.6% | +193.9% |
| 1Y | +226.4% | -15.7% | +242.1% | +236.6% |
| 3Y | +969.7% | -7.5% | +977.2% | +945.8% |
| 5Y | +957.9% | -30.1% | +988.0% | +1,041.5% |
| All | +957.9% | -29.5% | +987.5% | +1,041.5% |
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