+122.9%
APH vs DPZ
-28.9%
+151.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.3% | -47.5% | -47.7% |
| 7D | -48.7% | +2.7% | -51.4% | -49.0% |
| 30D | -51.9% | -7.0% | -45.0% | -51.2% |
| 3M | -43.6% | +11.6% | -55.2% | -45.3% |
| 6M | -37.5% | -15.2% | -22.4% | -35.1% |
| YTD | -38.6% | -17.2% | -21.4% | -35.9% |
| 1Y | -26.3% | -24.8% | -1.5% | -21.2% |
| 3Y | +89.2% | -8.7% | +97.9% | +86.8% |
| All | +122.9% | -28.9% | +151.8% | +142.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling