+282.2%
APH vs DPZ
-27.1%
+309.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.2% | +6.3% | +4.5% |
| 7D | -5.9% | +6.6% | -12.5% | -7.3% |
| 30D | -14.8% | +10.3% | -25.1% | -16.8% |
| 3M | -12.4% | -6.2% | -6.3% | -11.5% |
| 6M | +8.1% | +4.2% | +3.8% | +5.9% |
| YTD | +10.9% | -18.4% | +29.3% | +16.0% |
| 1Y | +8.8% | -14.9% | +23.7% | +12.2% |
| 3Y | +262.1% | -4.6% | +266.7% | +250.0% |
| All | +282.2% | -27.1% | +309.2% | +307.3% |
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