+264.5%
WMB vs DPZ
+123.5%
+141.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | 0.0% |
| 7D | -13.8% | +6.6% | -20.4% | -14.6% |
| 30D | -10.3% | +10.3% | -20.6% | -11.6% |
| 3M | -10.1% | -6.2% | -3.9% | -9.5% |
| 6M | -11.8% | +4.2% | -16.1% | -12.8% |
| YTD | +8.9% | -18.4% | +27.3% | +11.3% |
| 1Y | +14.0% | -14.9% | +28.9% | +15.6% |
| 3Y | +100.5% | -4.6% | +105.2% | +98.0% |
| 5Y | +179.5% | -27.4% | +206.9% | +182.9% |
| All | +264.5% | +123.5% | +141.0% | +212.1% |
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