+139.2%
UAL vs DPZ
-28.9%
+168.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +3.0% |
| 7D | +0.7% | -2.5% | +3.3% | +1.5% |
| 30D | -16.1% | -7.0% | -9.1% | -14.3% |
| 3M | +6.1% | +11.6% | -5.5% | +2.3% |
| 6M | +10.8% | -15.2% | +26.0% | +16.0% |
| YTD | -0.4% | -17.2% | +16.9% | +4.8% |
| 1Y | +5.0% | -24.8% | +29.9% | +13.8% |
| 3Y | +124.0% | -8.7% | +132.7% | +126.2% |
| All | +139.2% | -28.9% | +168.1% | +138.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling