+271.8%
UNP vs DPZ
+150.4%
+121.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.1% |
| 7D | -0.7% | -1.5% | +0.7% | -0.5% |
| 30D | -1.1% | -4.4% | +3.3% | -0.4% |
| 3M | +7.9% | +7.6% | +0.2% | +6.0% |
| 6M | +14.6% | -16.9% | +31.6% | +18.1% |
| YTD | +26.6% | -18.6% | +45.2% | +30.8% |
| 1Y | +35.6% | -26.7% | +62.2% | +42.8% |
| 3Y | +45.5% | -9.3% | +54.8% | +45.5% |
| 5Y | +50.0% | -31.0% | +81.0% | +55.0% |
| 10Y | +271.8% | +152.4% | +119.5% | +195.5% |
| All | +271.8% | +150.4% | +121.4% | +195.5% |
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