+333.0%
APP vs DIS
-40.0%
+373.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +4.0% | +3.5% |
| 7D | +0.9% | -2.6% | +3.5% | +2.8% |
| 30D | -23.3% | +3.5% | -26.8% | -25.8% |
| 3M | -42.6% | +6.8% | -49.5% | -46.3% |
| 6M | -33.6% | +3.0% | -36.6% | -36.4% |
| YTD | -52.4% | -6.7% | -45.7% | -50.9% |
| 1Y | -35.9% | -10.1% | -25.8% | -32.5% |
| 3Y | +642.2% | +33.0% | +609.2% | +432.3% |
| All | +333.0% | -40.0% | +373.0% | +350.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling