-55.4%
APP vs PNR
-31.2%
-24.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.3% | +7.4% | +10.4% |
| 7D | +4.5% | +11.9% | -7.4% | +3.8% |
| 30D | -3.6% | +37.1% | -40.8% | -5.7% |
| 3M | -35.3% | +5.7% | -41.0% | -35.8% |
| 6M | -42.8% | -5.7% | -37.1% | -42.7% |
| YTD | -59.7% | -29.8% | -29.9% | -58.0% |
| 1Y | -55.4% | -31.8% | -23.6% | -52.7% |
| All | -55.4% | -31.2% | -24.2% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 1y: compounded portfolio wealth divided by compounded PNR 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…
1y analysis · Full analysis span regression · 6 months rolling