+3,003.4%
SHOP vs DPZ
+150.4%
+2,853.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.7% | -5.9% | -6.7% |
| 7D | -4.1% | -1.5% | -2.6% | -3.3% |
| 30D | -11.5% | -4.4% | -7.1% | -9.7% |
| 3M | +21.1% | +7.6% | +13.4% | +15.9% |
| 6M | +3.0% | -16.9% | +19.9% | +11.9% |
| YTD | -16.7% | -18.6% | +1.9% | -9.0% |
| 1Y | -8.3% | -26.7% | +18.4% | +5.0% |
| 3Y | +112.8% | -9.3% | +122.1% | +111.2% |
| 5Y | -9.3% | -31.0% | +21.8% | +1.7% |
| 10Y | +3,003.4% | +152.4% | +2,851.1% | +1,994.5% |
| All | +3,003.4% | +150.4% | +2,853.1% | +1,994.5% |
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 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