+1,182.4%
URI vs DPZ
+116.9%
+1,065.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.8% | -1.7% |
| 7D | -6.0% | +2.2% | -8.1% | -6.7% |
| 30D | +4.6% | +6.7% | -2.1% | +2.5% |
| 3M | -2.7% | -4.5% | +1.8% | -1.9% |
| 6M | +18.4% | +3.3% | +15.1% | +15.8% |
| YTD | +37.4% | -19.4% | +56.8% | +44.5% |
| 1Y | +30.4% | -17.3% | +47.6% | +35.9% |
| 3Y | +147.9% | -8.4% | +156.3% | +149.2% |
| 5Y | +202.1% | -28.2% | +230.3% | +216.0% |
| 10Y | +1,182.4% | +130.9% | +1,051.6% | +991.3% |
| All | +1,182.4% | +116.9% | +1,065.6% | +991.3% |
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