+287.1%
PCAR vs DPZ
+140.2%
+146.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.2% | -0.1% |
| 7D | +4.9% | +2.2% | +2.7% | +4.5% |
| 30D | -1.4% | +15.5% | -16.9% | -3.8% |
| 3M | -18.1% | -2.0% | -16.1% | -18.0% |
| 6M | -4.0% | +12.1% | -16.2% | -6.2% |
| YTD | -1.5% | -16.6% | +15.1% | +0.9% |
| 1Y | +13.2% | -14.6% | +27.8% | +15.4% |
| 3Y | +35.8% | -4.1% | +39.9% | +34.8% |
| 5Y | +114.6% | -28.3% | +142.9% | +118.2% |
| All | +287.1% | +140.2% | +146.9% | +229.7% |
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