+329.1%
APP vs MDY
+45.8%
+283.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.2% | -0.5% |
| 7D | -4.4% | -0.8% | -3.6% | -3.2% |
| 30D | -10.0% | -3.9% | -6.1% | -4.2% |
| 3M | -41.4% | 0.0% | -41.4% | -41.4% |
| 6M | -41.0% | +8.5% | -49.6% | -48.9% |
| YTD | -54.7% | +13.2% | -67.9% | -63.4% |
| 1Y | -45.3% | +15.0% | -60.4% | -57.1% |
| 3Y | +624.3% | +49.6% | +574.7% | +267.8% |
| 5Y | +329.1% | +46.0% | +283.1% | +146.5% |
| All | +329.1% | +45.8% | +283.3% | +146.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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