+138.9%
DPZ vs AZO
+333.0%
-194.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.3% |
| 7D | -2.5% | -1.7% | -0.7% | -1.9% |
| 30D | +12.5% | +12.4% | +0.1% | +8.7% |
| 3M | -5.2% | +6.8% | -12.0% | -7.1% |
| 6M | +8.8% | -4.6% | +13.4% | +9.9% |
| YTD | -18.7% | -4.1% | -14.5% | -18.3% |
| 1Y | -15.7% | -14.2% | -1.5% | -12.6% |
| 3Y | -7.5% | +20.3% | -27.9% | -13.7% |
| 5Y | -30.1% | +72.4% | -102.5% | -41.1% |
| All | +138.9% | +333.0% | -194.1% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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