+500.0%
APP vs MDY
+42.3%
+457.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.6% | +9.2% | +8.9% |
| 7D | +71.2% | -1.7% | +72.9% | +72.9% |
| 30D | +39.1% | -0.9% | +40.0% | +39.2% |
| 3M | +16.5% | -5.7% | +22.3% | +25.7% |
| 6M | -16.6% | -2.9% | -13.6% | -14.4% |
| YTD | -41.9% | +9.8% | -51.8% | -51.0% |
| 1Y | -37.0% | +13.5% | -50.5% | -49.6% |
| 3Y | +892.4% | +51.9% | +840.5% | +404.8% |
| 5Y | +297.3% | +32.0% | +265.3% | +145.1% |
| All | +500.0% | +42.3% | +457.7% | +258.1% |
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