+333.0%
APP vs EAT
+350.4%
-17.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.0% |
| 7D | +0.9% | 0.0% | +0.9% | +0.9% |
| 30D | -23.3% | +1.9% | -25.2% | -24.5% |
| 3M | -42.6% | +68.7% | -111.3% | -54.7% |
| 6M | -33.6% | +66.9% | -100.5% | -48.0% |
| YTD | -52.4% | +60.4% | -112.8% | -62.2% |
| 1Y | -35.9% | +44.0% | -79.9% | -47.5% |
| 3Y | +642.2% | +604.7% | +37.5% | +156.2% |
| All | +333.0% | +350.4% | -17.5% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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