+87.5%
U vs DPZ
-4.7%
+92.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.5% | +2.7% | +4.2% |
| 7D | +2.6% | +2.2% | +0.3% | +1.7% |
| 30D | +27.6% | +15.5% | +12.1% | +19.9% |
| 3M | +15.3% | -2.0% | +17.3% | +16.0% |
| 6M | +96.4% | +12.1% | +84.2% | +83.5% |
| YTD | +19.6% | -16.6% | +36.1% | +29.9% |
| 1Y | +42.1% | -14.6% | +56.7% | +51.7% |
| 3Y | +87.5% | -4.1% | +91.7% | +85.8% |
| All | +87.5% | -4.7% | +92.3% | +85.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling