-26.4%
APP vs DIS
+10.8%
-37.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.6% | +3.3% | +3.7% |
| 7D | +4.6% | +1.9% | +2.7% | +4.0% |
| 30D | +56.0% | +9.2% | +46.9% | +51.7% |
| 3M | +30.8% | +13.5% | +17.3% | +25.8% |
| 6M | -9.8% | +14.3% | -24.1% | -12.9% |
| YTD | -39.3% | +5.4% | -44.7% | -40.6% |
| 1Y | -26.4% | +12.2% | -38.6% | -25.6% |
| All | -26.4% | +10.8% | -37.3% | -25.6% |
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