+344.9%
TRV vs DPZ
+140.2%
+204.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.4% |
| 7D | +2.0% | +2.2% | -0.2% | +1.7% |
| 30D | +6.7% | +15.5% | -8.8% | +4.6% |
| 3M | +9.4% | -2.0% | +11.4% | +9.5% |
| 6M | +37.7% | +12.1% | +25.6% | +35.1% |
| YTD | +40.6% | -16.6% | +57.2% | +43.4% |
| 1Y | +42.4% | -14.6% | +57.0% | +44.7% |
| 3Y | +148.1% | -4.1% | +152.3% | +146.9% |
| 5Y | +181.7% | -28.3% | +210.0% | +187.7% |
| All | +344.9% | +140.2% | +204.7% | +284.0% |
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