+303.7%
WMB vs DPZ
+154.5%
+149.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.4% |
| 7D | +0.6% | -2.5% | +3.1% | +0.9% |
| 30D | +3.3% | -7.0% | +10.2% | +4.2% |
| 3M | +3.1% | +11.6% | -8.5% | +1.2% |
| 6M | -0.7% | -15.2% | +14.5% | +1.2% |
| YTD | +25.2% | -17.2% | +42.4% | +27.9% |
| 1Y | +32.9% | -24.8% | +57.7% | +37.6% |
| 3Y | +140.6% | -8.7% | +149.2% | +139.3% |
| 5Y | +273.5% | -28.9% | +302.4% | +279.9% |
| All | +303.7% | +154.5% | +149.2% | +209.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling