+108.3%
V vs DPZ
-28.5%
+136.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.3% | +0.7% |
| 7D | +0.9% | +2.2% | -1.3% | +0.4% |
| 30D | +9.0% | +15.5% | -6.5% | +5.4% |
| 3M | +16.7% | -2.0% | +18.7% | +17.0% |
| 6M | +33.4% | +12.1% | +21.3% | +29.5% |
| YTD | +22.4% | -16.6% | +38.9% | +26.3% |
| 1Y | +27.7% | -14.6% | +42.3% | +31.0% |
| 3Y | +78.0% | -4.1% | +82.1% | +74.3% |
| All | +108.3% | -28.5% | +136.8% | +113.5% |
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 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