+933.3%
APP vs PNR
+17.5%
+915.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.1% | +1.7% | +3.6% |
| 7D | +79.2% | -0.5% | +79.7% | +78.8% |
| 30D | +48.0% | +34.4% | +13.5% | +28.4% |
| 3M | +18.2% | +2.4% | +15.8% | +16.4% |
| 6M | -12.5% | -7.8% | -4.7% | -10.7% |
| YTD | -39.2% | -31.6% | -7.6% | -26.8% |
| 1Y | -33.9% | -33.6% | -0.2% | -18.8% |
| 3Y | +933.3% | +19.9% | +913.3% | +694.7% |
| All | +933.3% | +17.5% | +915.8% | +694.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling