+32.1%
SWKS vs DPZ
+123.5%
-91.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +1.8% |
| 7D | -6.2% | +6.6% | -12.7% | -8.0% |
| 30D | -1.5% | +10.3% | -11.8% | -4.5% |
| 3M | +23.0% | -6.2% | +29.1% | +24.3% |
| 6M | +27.6% | +4.2% | +23.4% | +23.6% |
| YTD | +32.3% | -18.4% | +50.7% | +38.5% |
| 1Y | +20.1% | -14.9% | +35.1% | +23.8% |
| 3Y | +0.6% | -4.6% | +5.3% | -2.3% |
| 5Y | -42.3% | -27.4% | -14.9% | -40.2% |
| All | +32.1% | +123.5% | -91.4% | -2.2% |
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