+292.6%
APP vs DIS
-32.6%
+325.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.4% | +10.3% | +10.2% |
| 7D | +71.2% | +5.2% | +66.0% | +64.7% |
| 30D | +39.1% | +11.5% | +27.6% | +28.1% |
| 3M | +16.5% | +11.5% | +5.0% | +7.2% |
| 6M | -16.6% | +8.9% | -25.4% | -22.8% |
| YTD | -41.9% | +3.4% | -45.3% | -44.5% |
| 1Y | -37.0% | +7.2% | -44.2% | -42.0% |
| 3Y | +892.4% | +43.3% | +849.1% | +570.1% |
| All | +292.6% | -32.6% | +325.2% | +241.5% |
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