-20.3%
UNH vs DPZ
-6.8%
-13.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.0% |
| 7D | +0.2% | +2.2% | -2.0% | -0.1% |
| 30D | +6.8% | +6.7% | +0.1% | +6.1% |
| 3M | -0.3% | -4.5% | +4.3% | 0.0% |
| 6M | +7.9% | +3.3% | +4.6% | +7.2% |
| YTD | +25.1% | -19.4% | +44.6% | +26.8% |
| 1Y | +29.3% | -17.3% | +46.6% | +30.7% |
| 3Y | -20.3% | -8.4% | -11.9% | -18.6% |
| All | -20.3% | -6.8% | -13.5% | -18.6% |
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