+933.3%
APP vs ED
+47.4%
+885.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.1% | +4.9% | +4.7% |
| 7D | +79.2% | -0.1% | +79.2% | +78.6% |
| 30D | +48.0% | +11.6% | +36.4% | +65.3% |
| 3M | +18.2% | +10.5% | +7.7% | +31.0% |
| 6M | -12.5% | +13.2% | -25.7% | +0.4% |
| YTD | -39.2% | +22.1% | -61.3% | -24.1% |
| 1Y | -33.9% | +24.2% | -58.0% | -15.9% |
| 3Y | +933.3% | +46.9% | +886.4% | +1,259.2% |
| All | +933.3% | +47.4% | +885.8% | +1,259.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 3y: compounded portfolio wealth divided by compounded ED 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…
3y analysis · Full analysis span regression · 6 months rolling