-55.4%
APP vs DIS
+8.7%
-64.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.2% | +6.5% | +9.2% |
| 7D | +4.5% | +9.1% | -4.6% | +1.8% |
| 30D | -3.6% | +14.8% | -18.4% | -7.5% |
| 3M | -35.3% | +21.2% | -56.4% | -38.9% |
| 6M | -42.8% | +18.3% | -61.1% | -45.6% |
| YTD | -59.7% | +5.4% | -65.0% | -60.4% |
| 1Y | -55.4% | +8.3% | -63.6% | -56.1% |
| All | -55.4% | +8.7% | -64.1% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 1y: compounded portfolio wealth divided by compounded DIS 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…
1y analysis · Full analysis span regression · 6 months rolling