+64.6%
XBI vs DPZ
-28.0%
+92.7%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.6% |
| 7D | -4.6% | -8.6% | +4.0% | -4.6% |
| 30D | -0.8% | -11.2% | +10.4% | -0.7% |
| 3M | +21.8% | +1.4% | +20.4% | +21.4% |
| 6M | +23.2% | -19.9% | +43.1% | +26.3% |
| YTD | +28.7% | -23.0% | +51.8% | +31.8% |
| All | +64.6% | -28.0% | +92.7% | +71.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling