+199.3%
URI vs DPZ
-28.0%
+227.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | 0.0% | +6.9% | +6.9% |
| 7D | -4.0% | +3.7% | -7.7% | -5.4% |
| 30D | +6.8% | +8.0% | -1.2% | +3.6% |
| 3M | -2.8% | -4.2% | +1.4% | -1.9% |
| 6M | +20.9% | +4.6% | +16.3% | +17.0% |
| YTD | +40.2% | -18.4% | +58.7% | +49.7% |
| 1Y | +34.1% | -16.8% | +50.9% | +41.7% |
| 3Y | +164.1% | -5.0% | +169.2% | +158.8% |
| 5Y | +199.3% | -27.8% | +227.1% | +199.9% |
| All | +199.3% | -28.0% | +227.3% | +199.9% |
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