+5,673.3%
URI vs DPZ
+5,417.8%
+255.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +2.3% |
| 7D | -2.0% | -2.5% | +0.6% | -0.9% |
| 30D | -12.9% | -7.0% | -6.0% | -10.5% |
| 3M | -6.7% | +11.6% | -18.3% | -12.1% |
| 6M | +19.0% | -15.2% | +34.2% | +25.7% |
| YTD | +25.5% | -17.2% | +42.8% | +33.7% |
| 1Y | +5.5% | -24.8% | +30.4% | +17.0% |
| 3Y | +111.3% | -8.7% | +120.0% | +110.5% |
| 5Y | +198.6% | -28.9% | +227.5% | +223.5% |
| 10Y | +1,179.9% | +153.6% | +1,026.3% | +577.0% |
| All | +5,673.3% | +5,417.8% | +255.6% | +444.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling