-12.4%
SOUN vs DPZ
+1.8%
-14.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.9% | -1.8% |
| 7D | -4.1% | -1.5% | -2.6% | -3.5% |
| 30D | -18.1% | -4.4% | -13.7% | -16.6% |
| 3M | -12.3% | +7.6% | -19.9% | -16.9% |
| 6M | -18.6% | -16.9% | -1.6% | -12.3% |
| YTD | -34.1% | -18.6% | -15.5% | -28.4% |
| 1Y | -57.0% | -26.7% | -30.4% | -51.0% |
| 3Y | +185.7% | -9.3% | +195.0% | +206.5% |
| All | -12.4% | +1.8% | -14.2% | -27.9% |
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