+952.8%
STRL vs DPZ
-28.4%
+981.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.4% | +5.0% |
| 7D | +7.1% | -3.5% | +10.7% | +7.4% |
| 30D | -39.4% | +5.7% | -45.1% | -39.8% |
| 3M | -43.0% | -7.5% | -35.5% | -42.5% |
| 6M | -65.0% | +6.2% | -71.2% | -65.9% |
| YTD | -0.8% | -19.8% | +19.0% | +3.5% |
| 1Y | -20.3% | -18.0% | -2.3% | -17.7% |
| 3Y | +356.5% | -8.8% | +365.3% | +350.1% |
| 5Y | +952.8% | -30.2% | +983.0% | +1,035.4% |
| All | +952.8% | -28.4% | +981.3% | +1,035.4% |
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 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