+1,218.8%
URI vs DPZ
+125.0%
+1,093.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | 0.0% | +6.9% | +6.9% |
| 7D | -4.0% | +3.7% | -7.7% | -5.1% |
| 30D | +6.8% | +8.0% | -1.2% | +4.3% |
| 3M | -2.8% | -4.2% | +1.4% | -2.1% |
| 6M | +20.9% | +4.6% | +16.3% | +17.9% |
| YTD | +40.2% | -18.4% | +58.7% | +47.0% |
| 1Y | +34.1% | -16.8% | +50.9% | +39.5% |
| 3Y | +164.1% | -5.0% | +169.2% | +162.9% |
| 5Y | +199.3% | -27.8% | +227.1% | +212.4% |
| 10Y | +1,218.8% | +121.1% | +1,097.8% | +1,015.1% |
| All | +1,218.8% | +125.0% | +1,093.8% | +1,015.1% |
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