+130.9%
DPZ vs AEIS
+347.9%
-217.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.3% |
| 7D | +2.2% | -6.9% | +9.0% | +2.6% |
| 30D | +6.7% | -23.2% | +29.9% | +9.2% |
| 3M | -4.5% | -29.5% | +25.0% | -1.7% |
| 6M | +3.3% | -37.9% | +41.2% | +6.6% |
| YTD | -19.4% | +6.0% | -25.4% | -24.5% |
| 1Y | -17.3% | +1.2% | -18.5% | -22.0% |
| 3Y | -8.4% | +150.0% | -158.3% | -28.3% |
| 5Y | -28.2% | +141.9% | -170.1% | -44.4% |
| 10Y | +130.9% | +356.2% | -225.3% | +46.9% |
| All | +130.9% | +347.9% | -217.1% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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