+803.3%
APP vs BUD
+51.6%
+751.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | +1.8% | +29.2% | +31.2% |
| 7D | +39.7% | +7.1% | +32.6% | +40.8% |
| 30D | +27.7% | +12.7% | +15.1% | +29.6% |
| 3M | -14.8% | 0.0% | -14.8% | -15.3% |
| 6M | -25.5% | +7.6% | -33.1% | -24.7% |
| YTD | -47.2% | +35.0% | -82.2% | -45.3% |
| 1Y | -42.3% | +37.6% | -79.8% | -40.2% |
| All | +803.3% | +51.6% | +751.8% | +809.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling