+1,059.7%
APH vs DPZ
+153.4%
+906.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.2% |
| 7D | +5.0% | -2.5% | +7.5% | +5.5% |
| 30D | -3.9% | -7.0% | +3.1% | -2.6% |
| 3M | +13.0% | +11.6% | +1.4% | +9.6% |
| 6M | +25.2% | -15.2% | +40.3% | +28.9% |
| YTD | +22.9% | -17.2% | +40.2% | +27.2% |
| 1Y | +47.8% | -24.8% | +72.7% | +56.1% |
| 3Y | +283.0% | -8.7% | +291.7% | +280.8% |
| 5Y | +349.7% | -28.9% | +378.6% | +363.2% |
| All | +1,059.7% | +153.4% | +906.3% | +766.0% |
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