+149.7%
XBI vs DPZ
+141.0%
+8.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.1% |
| 7D | -4.6% | -8.6% | +4.0% | -2.2% |
| 30D | -2.0% | -11.9% | +9.9% | +1.4% |
| 3M | +17.8% | +0.4% | +17.4% | +16.5% |
| 6M | +23.7% | -19.9% | +43.6% | +30.6% |
| YTD | +28.2% | -24.4% | +52.6% | +37.5% |
| 1Y | +64.0% | -30.4% | +94.4% | +79.9% |
| 3Y | +99.4% | -17.4% | +116.8% | +103.4% |
| 5Y | +19.3% | -34.6% | +53.9% | +27.6% |
| All | +149.7% | +141.0% | +8.7% | +83.1% |
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