+7.8%
NI vs DPZ
-16.8%
+24.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.5% |
| 7D | +3.1% | -2.5% | +5.5% | +3.3% |
| 30D | +11.2% | +12.5% | -1.4% | +10.4% |
| 3M | +9.8% | -5.2% | +15.0% | +9.9% |
| 6M | -1.6% | +8.8% | -10.4% | -2.8% |
| YTD | +12.6% | -18.7% | +31.3% | +12.6% |
| 1Y | +7.8% | -15.7% | +23.5% | +8.2% |
| All | +7.8% | -16.8% | +24.6% | +8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling