+1,340.7%
URI vs DPZ
+123.5%
+1,217.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.7% |
| 7D | -9.8% | +6.6% | -16.3% | -11.5% |
| 30D | +1.7% | +10.3% | -8.5% | -1.3% |
| 3M | -9.1% | -6.2% | -2.9% | -7.9% |
| 6M | +9.9% | +4.2% | +5.6% | +7.2% |
| YTD | +31.2% | -18.4% | +49.6% | +37.5% |
| 1Y | +25.9% | -14.9% | +40.9% | +30.2% |
| 3Y | +147.4% | -4.6% | +152.0% | +145.9% |
| 5Y | +179.7% | -27.4% | +207.1% | +191.8% |
| All | +1,340.7% | +123.5% | +1,217.2% | +1,093.2% |
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