+203.4%
URI vs DPZ
-28.9%
+232.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +2.2% |
| 7D | -2.0% | -2.5% | +0.6% | -1.1% |
| 30D | -12.9% | -7.0% | -6.0% | -10.8% |
| 3M | -6.7% | +11.6% | -18.3% | -11.4% |
| 6M | +19.0% | -15.2% | +34.2% | +25.8% |
| YTD | +25.5% | -17.2% | +42.8% | +33.7% |
| 1Y | +5.5% | -24.8% | +30.4% | +16.7% |
| 3Y | +111.3% | -8.7% | +120.0% | +111.5% |
| All | +203.4% | -28.9% | +232.3% | +234.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling