+216.1%
UNH vs DPZ
+140.2%
+75.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -2.0% | +0.2% |
| 7D | +3.4% | +2.2% | +1.2% | +3.0% |
| 30D | +3.0% | +15.5% | -12.5% | +0.6% |
| 3M | +2.7% | -2.0% | +4.7% | +2.9% |
| 6M | +2.8% | +12.1% | -9.4% | +0.5% |
| YTD | +25.9% | -16.6% | +42.5% | +28.6% |
| 1Y | +25.8% | -14.6% | +40.4% | +28.1% |
| 3Y | -20.0% | -4.1% | -15.9% | -21.4% |
| 5Y | -2.8% | -28.3% | +25.5% | -0.3% |
| All | +216.1% | +140.2% | +75.8% | +156.5% |
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 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