+803.3%
APP vs MDB
-12.3%
+815.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -7.2% | +38.3% | +33.4% |
| 7D | +39.7% | -20.9% | +60.6% | +50.2% |
| 30D | +27.7% | -15.6% | +43.3% | +33.8% |
| 3M | -14.8% | -19.1% | +4.3% | -11.7% |
| 6M | -25.5% | +14.2% | -39.7% | -33.5% |
| YTD | -47.2% | -27.4% | -19.7% | -45.1% |
| 1Y | -42.3% | -13.0% | -29.2% | -44.2% |
| All | +803.3% | -12.3% | +815.6% | +584.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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