+277.8%
PSX vs DPZ
-27.1%
+304.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.6% | -0.3% |
| 7D | -13.1% | +6.6% | -19.7% | -13.9% |
| 30D | -9.5% | +10.3% | -19.8% | -10.8% |
| 3M | +20.2% | -6.2% | +26.4% | +21.1% |
| 6M | +44.9% | +4.2% | +40.7% | +43.2% |
| YTD | +94.4% | -18.4% | +112.8% | +99.6% |
| 1Y | +83.1% | -14.9% | +98.0% | +86.4% |
| 3Y | +132.2% | -4.6% | +136.8% | +131.9% |
| All | +277.8% | -27.1% | +304.9% | +234.8% |
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