+86.9%
AG vs DPZ
+129.5%
-42.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.1% |
| 7D | -4.0% | -3.5% | -0.5% | -3.4% |
| 30D | -13.1% | +5.7% | -18.8% | -13.9% |
| 3M | -22.0% | -7.5% | -14.6% | -21.1% |
| 6M | -37.3% | +6.2% | -43.5% | -38.4% |
| YTD | -11.2% | -19.8% | +8.6% | -8.2% |
| 1Y | +23.9% | -18.0% | +41.9% | +27.6% |
| 3Y | +225.1% | -8.8% | +233.9% | +227.5% |
| 5Y | +7.7% | -30.2% | +37.9% | +10.4% |
| 10Y | +86.9% | +132.0% | -45.1% | +65.4% |
| All | +86.9% | +129.5% | -42.7% | +65.4% |
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