-25.5%
APP vs DIS
+16.3%
-41.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -1.5% | +32.5% | +31.2% |
| 7D | +39.7% | +5.7% | +34.0% | +38.3% |
| 30D | +27.7% | +12.7% | +15.1% | +25.9% |
| 3M | -14.8% | +15.2% | -30.0% | -15.3% |
| 6M | -25.5% | +17.6% | -43.1% | -25.5% |
| All | -25.5% | +16.3% | -41.9% | -25.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling