-4.6%
DPZ vs AU
+450.2%
-454.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.0% | -7.2% | -2.4% |
| 7D | +6.6% | +16.5% | -10.0% | +5.9% |
| 30D | +10.3% | +3.3% | +7.0% | +10.0% |
| 3M | -6.2% | +6.8% | -13.0% | -6.7% |
| 6M | +4.2% | -3.9% | +8.2% | +4.1% |
| YTD | -18.4% | +12.9% | -31.3% | -20.0% |
| 1Y | -14.9% | +43.5% | -58.4% | -18.3% |
| 3Y | -4.6% | +445.5% | -450.2% | -21.8% |
| All | -4.6% | +450.2% | -454.8% | -21.8% |
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