+3,647.2%
SHOP vs DPZ
+125.0%
+3,522.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -2.7% | +3.7% | -6.3% | -4.4% |
| 30D | -11.0% | +8.0% | -19.0% | -14.6% |
| 3M | +0.3% | -4.2% | +4.5% | +2.1% |
| 6M | +37.7% | +4.6% | +33.1% | +33.6% |
| YTD | -5.5% | -18.4% | +12.9% | +2.8% |
| 1Y | -0.2% | -16.8% | +16.5% | +7.0% |
| 3Y | +151.9% | -5.0% | +156.9% | +143.1% |
| 5Y | -2.2% | -27.8% | +25.6% | +7.5% |
| 10Y | +3,647.2% | +121.1% | +3,526.1% | +2,802.0% |
| All | +3,647.2% | +125.0% | +3,522.1% | +2,802.0% |
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