+214.3%
UNH vs DPZ
+134.3%
+80.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.3% |
| 7D | +2.4% | -2.5% | +4.8% | +2.8% |
| 30D | +7.2% | +12.5% | -5.3% | +5.2% |
| 3M | +0.5% | -5.2% | +5.7% | +1.2% |
| 6M | +3.4% | +8.8% | -5.3% | +1.6% |
| YTD | +25.2% | -18.7% | +43.8% | +28.4% |
| 1Y | +22.7% | -15.7% | +38.4% | +25.1% |
| 3Y | -20.3% | -7.5% | -12.8% | -21.2% |
| 5Y | -3.4% | -30.1% | +26.7% | -0.4% |
| All | +214.3% | +134.3% | +80.0% | +156.1% |
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