+378.5%
APP vs MDT
-12.4%
+391.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.9% | -0.8% | -2.0% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | -10.0% | +6.0% | -16.0% | -11.9% |
| 3M | -44.6% | +15.5% | -60.2% | -47.6% |
| 6M | -37.9% | +3.4% | -41.3% | -38.6% |
| YTD | -53.7% | -2.2% | -51.5% | -53.5% |
| 1Y | -43.0% | +2.6% | -45.5% | -44.6% |
| 3Y | +640.8% | +27.5% | +613.2% | +518.9% |
| 5Y | +358.8% | -20.1% | +378.9% | +372.5% |
| All | +378.5% | -12.4% | +391.0% | +374.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MDT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling