-20.3%
APTV vs DPZ
+148.6%
-168.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.2% | +1.5% | -1.4% |
| 7D | -1.2% | -7.3% | +6.1% | +1.2% |
| 30D | -10.6% | -7.6% | -3.1% | -8.5% |
| 3M | -35.0% | +1.8% | -36.8% | -35.8% |
| 6M | -38.9% | -21.8% | -17.1% | -34.6% |
| YTD | -41.5% | -22.0% | -19.5% | -37.5% |
| 1Y | -45.8% | -28.6% | -17.2% | -40.4% |
| 3Y | -55.7% | -13.1% | -42.6% | -55.4% |
| 5Y | -70.1% | -33.2% | -36.9% | -68.1% |
| All | -20.3% | +148.6% | -168.9% | -36.5% |
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