+73.7%
UAL vs DPZ
+140.2%
-66.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.3% | -2.3% |
| 7D | -3.0% | +2.2% | -5.3% | -3.5% |
| 30D | +10.5% | +15.5% | -5.0% | +7.3% |
| 3M | -13.5% | -2.0% | -11.5% | -13.3% |
| 6M | +14.2% | +12.1% | +2.1% | +11.2% |
| YTD | -2.2% | -16.6% | +14.3% | +0.7% |
| 1Y | +12.5% | -14.6% | +27.1% | +15.3% |
| 3Y | +186.8% | -4.1% | +191.0% | +187.5% |
| 5Y | +119.4% | -28.3% | +147.7% | +124.4% |
| All | +73.7% | +140.2% | -66.6% | +26.0% |
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