+3,297.7%
V vs DPZ
+3,026.3%
+271.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.9% |
| 7D | -0.4% | -2.5% | +2.1% | +0.3% |
| 30D | +6.3% | +12.5% | -6.2% | +3.1% |
| 3M | +17.2% | -5.2% | +22.4% | +18.5% |
| 6M | +29.2% | +8.8% | +20.5% | +25.9% |
| YTD | +20.8% | -18.7% | +39.4% | +26.1% |
| 1Y | +25.0% | -15.7% | +40.7% | +29.2% |
| 3Y | +75.3% | -7.5% | +82.8% | +73.8% |
| 5Y | +105.8% | -30.1% | +135.9% | +115.5% |
| 10Y | +451.9% | +135.3% | +316.6% | +288.9% |
| All | +3,297.7% | +3,026.3% | +271.5% | +1,011.0% |
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 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