+1,151.9%
URI vs DPZ
+134.3%
+1,017.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.4% |
| 7D | +9.3% | -2.5% | +11.8% | +10.1% |
| 30D | +7.6% | +12.5% | -4.9% | +3.8% |
| 3M | +1.0% | -5.2% | +6.3% | +2.1% |
| 6M | +19.8% | +8.8% | +11.1% | +15.5% |
| YTD | +41.9% | -18.7% | +60.5% | +48.8% |
| 1Y | +33.4% | -15.7% | +49.1% | +38.3% |
| 3Y | +156.0% | -7.5% | +163.5% | +156.6% |
| 5Y | +209.5% | -30.1% | +239.6% | +225.6% |
| All | +1,151.9% | +134.3% | +1,017.6% | +930.3% |
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