+355.7%
SU vs DPZ
-34.0%
+389.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | -0.1% |
| 7D | +1.7% | -8.6% | +10.2% | +2.1% |
| 30D | +9.6% | -11.2% | +20.8% | +10.3% |
| 3M | +11.7% | +1.4% | +10.3% | +11.4% |
| 6M | +21.9% | -19.9% | +41.8% | +23.7% |
| YTD | +58.6% | -23.0% | +81.7% | +61.4% |
| 1Y | +66.5% | -28.2% | +94.7% | +70.4% |
| 3Y | +121.4% | -14.2% | +135.6% | +123.0% |
| 5Y | +355.7% | -33.4% | +389.1% | +375.9% |
| All | +355.7% | -34.0% | +389.8% | +375.9% |
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