+933.3%
APP vs BUD
+48.5%
+884.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.3% | +3.5% | +4.9% |
| 7D | +79.2% | +1.3% | +77.8% | +79.2% |
| 30D | +48.0% | +10.0% | +38.0% | +49.7% |
| 3M | +18.2% | +1.6% | +16.6% | +17.9% |
| 6M | -12.5% | +6.5% | -19.0% | -11.7% |
| YTD | -39.2% | +34.8% | -74.0% | -37.1% |
| 1Y | -33.9% | +36.5% | -70.3% | -31.5% |
| 3Y | +933.3% | +49.0% | +884.3% | +945.6% |
| All | +933.3% | +48.5% | +884.7% | +945.6% |
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