+356.5%
SHW vs DPZ
+125.0%
+231.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +1.6% | +3.7% | -2.1% | +0.6% |
| 30D | +12.1% | +8.0% | +4.1% | +9.8% |
| 3M | -3.0% | -4.2% | +1.2% | -2.0% |
| 6M | +13.5% | +4.6% | +8.9% | +11.7% |
| YTD | +11.2% | -18.4% | +29.7% | +16.5% |
| 1Y | +6.2% | -16.8% | +23.0% | +10.5% |
| 3Y | +45.6% | -5.0% | +50.7% | +44.0% |
| 5Y | +15.6% | -27.8% | +43.4% | +20.4% |
| 10Y | +356.5% | +121.1% | +235.4% | +284.4% |
| All | +356.5% | +125.0% | +231.4% | +284.4% |
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