+933.3%
APP vs MDB
-12.1%
+945.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.6% | +0.2% | +3.3% |
| 7D | +79.2% | -0.9% | +80.1% | +78.6% |
| 30D | +48.0% | -15.2% | +63.2% | +55.2% |
| 3M | +18.2% | -17.9% | +36.1% | +22.2% |
| 6M | -12.5% | +9.3% | -21.8% | -20.2% |
| YTD | -39.2% | -22.0% | -17.2% | -38.3% |
| 1Y | -33.9% | -9.3% | -24.5% | -36.8% |
| 3Y | +933.3% | -10.4% | +943.7% | +755.2% |
| All | +933.3% | -12.1% | +945.4% | +755.2% |
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