+528.8%
APP vs MDY
+46.8%
+482.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.2% | +1.6% | +0.1% |
| 7D | +79.2% | +0.7% | +78.5% | +74.8% |
| 30D | +48.0% | +1.3% | +46.7% | +43.4% |
| 3M | +18.2% | -4.1% | +22.3% | +24.3% |
| 6M | -12.5% | +1.0% | -13.5% | -15.2% |
| YTD | -39.2% | +13.3% | -52.5% | -51.0% |
| 1Y | -33.9% | +15.7% | -49.6% | -48.5% |
| 3Y | +933.3% | +59.6% | +873.7% | +387.4% |
| 5Y | +295.9% | +36.3% | +259.5% | +133.1% |
| All | +528.8% | +46.8% | +482.0% | +258.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling