+883.4%
APH vs DPZ
+123.5%
+759.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.2% | +6.3% | +4.5% |
| 7D | -5.9% | +6.6% | -12.5% | -7.2% |
| 30D | -14.8% | +10.3% | -25.1% | -16.7% |
| 3M | -12.4% | -6.2% | -6.3% | -11.7% |
| 6M | +8.1% | +4.2% | +3.8% | +6.0% |
| YTD | +10.9% | -18.4% | +29.3% | +14.7% |
| 1Y | +8.8% | -14.9% | +23.7% | +11.3% |
| 3Y | +262.1% | -4.6% | +266.7% | +255.5% |
| 5Y | +283.1% | -27.4% | +310.5% | +292.0% |
| All | +883.4% | +123.5% | +759.9% | +687.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling