+506.6%
APP vs MUB
+3.6%
+503.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -2.4% |
| 7D | +61.1% | +0.6% | +60.5% | +59.3% |
| 30D | +42.8% | +3.4% | +39.3% | +31.5% |
| 3M | +16.7% | -0.7% | +17.4% | +19.5% |
| 6M | -15.6% | -1.0% | -14.6% | -12.6% |
| YTD | -41.3% | 0.0% | -41.3% | -40.7% |
| 1Y | -39.3% | +0.4% | -39.7% | -39.3% |
| 3Y | +803.2% | +10.5% | +792.7% | +584.9% |
| 5Y | +313.2% | +3.1% | +310.1% | +254.1% |
| All | +506.6% | +3.6% | +503.0% | +345.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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