+293.8%
TRV vs DPZ
+145.4%
+148.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.7% |
| 7D | -1.5% | -8.6% | +7.1% | -0.3% |
| 30D | -1.8% | -11.2% | +9.4% | -0.2% |
| 3M | +21.6% | +1.4% | +20.2% | +21.1% |
| 6M | +22.5% | -19.9% | +42.3% | +25.8% |
| YTD | +28.1% | -23.0% | +51.2% | +32.2% |
| 1Y | +37.0% | -28.2% | +65.3% | +42.6% |
| 3Y | +141.9% | -14.2% | +156.1% | +144.4% |
| 5Y | +158.5% | -33.4% | +191.9% | +166.6% |
| All | +293.8% | +145.4% | +148.4% | +239.6% |
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