+333.0%
APP vs DIA
+64.7%
+268.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.8% | +3.3% |
| 7D | +0.9% | -0.2% | +1.1% | +1.1% |
| 30D | -23.3% | -1.5% | -21.7% | -20.7% |
| 3M | -42.6% | +3.8% | -46.4% | -46.4% |
| 6M | -33.6% | +10.3% | -43.9% | -45.3% |
| YTD | -52.4% | +12.1% | -64.5% | -61.9% |
| 1Y | -35.9% | +18.6% | -54.5% | -54.2% |
| 3Y | +642.2% | +60.6% | +581.6% | +195.2% |
| All | +333.0% | +64.7% | +268.3% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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