+35.3%
SWKS vs DPZ
+116.9%
-81.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.2% |
| 7D | -3.1% | +2.2% | -5.3% | -3.9% |
| 30D | +8.3% | +6.7% | +1.6% | +6.0% |
| 3M | +20.2% | -4.5% | +24.8% | +20.9% |
| 6M | +24.9% | +3.3% | +21.6% | +21.4% |
| YTD | +33.2% | -19.4% | +52.6% | +39.8% |
| 1Y | +23.6% | -17.3% | +40.8% | +28.5% |
| 3Y | +1.3% | -8.4% | +9.6% | -0.4% |
| 5Y | -40.6% | -28.2% | -12.4% | -38.3% |
| 10Y | +35.3% | +130.9% | -95.6% | +1.2% |
| All | +35.3% | +116.9% | -81.6% | +1.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling