-30.6%
DPZ vs AVTR
-58.7%
+28.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +1.5% |
| 7D | -2.5% | +3.2% | -5.6% | -3.0% |
| 30D | +12.5% | +0.5% | +12.1% | +12.3% |
| 3M | -5.2% | +12.1% | -17.3% | -7.3% |
| 6M | +8.8% | +91.2% | -82.4% | -3.4% |
| YTD | -18.7% | +36.3% | -55.0% | -23.7% |
| 1Y | -15.7% | +35.2% | -50.9% | -20.9% |
| 3Y | -7.5% | -15.8% | +8.3% | -8.6% |
| All | -30.6% | -58.7% | +28.1% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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