+500.0%
APP vs BUD
+34.3%
+465.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.5% | +11.3% | +10.2% |
| 7D | +71.2% | +4.5% | +66.8% | +69.4% |
| 30D | +39.1% | +12.5% | +26.6% | +35.0% |
| 3M | +16.5% | 0.0% | +16.6% | +16.4% |
| 6M | -16.6% | +3.8% | -20.4% | -17.6% |
| YTD | -41.9% | +33.1% | -75.0% | -47.4% |
| 1Y | -37.0% | +35.5% | -72.5% | -43.4% |
| 3Y | +892.4% | +49.4% | +843.0% | +721.4% |
| 5Y | +297.3% | +48.0% | +249.2% | +215.8% |
| All | +500.0% | +34.3% | +465.7% | +376.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling