+75.4%
USAR vs DPZ
-8.9%
+84.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +1.9% | -0.1% |
| 7D | +2.3% | -1.5% | +3.8% | +2.0% |
| 30D | -8.6% | -4.4% | -4.2% | -9.5% |
| 3M | -20.5% | +7.6% | -28.1% | -18.4% |
| 6M | +1.2% | -16.9% | +18.2% | +0.3% |
| YTD | +48.4% | -18.6% | +67.0% | +46.3% |
| 1Y | +30.6% | -26.7% | +57.3% | +26.5% |
| 3Y | +73.6% | -9.3% | +83.0% | +72.6% |
| All | +75.4% | -8.9% | +84.3% | +74.4% |
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