+921.6%
SMCI vs DPZ
-34.0%
+955.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.6% |
| 7D | -1.3% | -8.6% | +7.3% | +1.0% |
| 30D | +18.3% | -11.2% | +29.5% | +21.7% |
| 3M | +27.7% | +1.4% | +26.3% | +24.7% |
| 6M | +17.6% | -19.9% | +37.5% | +24.9% |
| YTD | +27.7% | -23.0% | +50.7% | +37.4% |
| 1Y | -14.9% | -28.2% | +13.3% | -6.1% |
| 3Y | +33.2% | -14.2% | +47.4% | +33.9% |
| 5Y | +921.6% | -33.4% | +955.0% | +965.7% |
| All | +921.6% | -34.0% | +955.6% | +965.7% |
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 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