Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SMR vs DPZ✓SelectedUSD · DPZSMR vs DPZ performance historyLatest closeAs of-0.51%09/04
Stock and ETF performance explorer

SMR vs DPZ

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-73.1%
DPZ return
-25.6%
Excess return
-47.5%
Maximum drawdown
-85.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioDPZExcessAlpha
1D-0.5%-1.7%+1.2%-1.1%
7D+4.4%-2.5%+7.0%+3.5%
30D+3.4%-7.0%+10.4%+0.8%
3M-19.2%+11.6%-30.8%-14.7%
6M-22.6%-15.2%-7.5%-24.1%
YTD-31.5%-17.2%-14.3%-35.0%
1Y-73.1%-24.8%-48.2%-72.3%
All-73.1%-25.6%-47.5%-72.3%

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 1y: 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…

1y analysis · Full analysis span regression · 6 months rolling