+145.0%
DPZ vs AGI
+389.5%
-244.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.6% |
| 7D | +2.2% | -10.1% | +12.3% | +2.9% |
| 30D | +15.5% | -6.5% | +22.0% | +15.8% |
| 3M | -2.0% | -12.8% | +10.8% | -1.4% |
| 6M | +12.1% | -34.3% | +46.5% | +14.6% |
| YTD | -16.6% | -25.6% | +9.0% | -15.8% |
| 1Y | -14.6% | -14.2% | -0.3% | -14.6% |
| 3Y | -4.1% | +127.3% | -131.4% | -10.4% |
| 5Y | -28.3% | +241.8% | -270.1% | -34.9% |
| All | +145.0% | +389.5% | -244.5% | +121.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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