+94.9%
AAPL vs DPZ
-5.8%
+100.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.5% | +2.4% |
| 7D | +3.7% | +3.7% | 0.0% | +3.0% |
| 30D | +4.2% | +8.0% | -3.8% | +2.6% |
| 3M | +12.0% | -4.2% | +16.2% | +12.8% |
| 6M | +19.8% | +4.6% | +15.2% | +18.1% |
| YTD | +29.3% | -18.4% | +47.8% | +34.2% |
| 1Y | +31.1% | -16.8% | +47.9% | +35.3% |
| 3Y | +94.9% | -5.0% | +99.9% | +102.1% |
| All | +94.9% | -5.8% | +100.6% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 DPZ 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