-8.4%
DPZ vs AU
+553.4%
-561.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.6% | +4.3% | -1.0% |
| 7D | +2.2% | +15.3% | -13.1% | +1.5% |
| 30D | +6.7% | -0.3% | +7.0% | +6.6% |
| 3M | -4.5% | -2.9% | -1.6% | -4.7% |
| 6M | +3.3% | -10.7% | +14.0% | +3.6% |
| YTD | -19.4% | +14.0% | -33.4% | -21.1% |
| 1Y | -17.3% | +32.5% | -49.8% | -20.1% |
| 3Y | -8.4% | +557.9% | -566.3% | -27.7% |
| All | -8.4% | +553.4% | -561.8% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling