+803.3%
APP vs SE
+64.7%
+738.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -5.7% | +36.7% | +33.1% |
| 7D | +39.7% | -1.2% | +40.9% | +39.7% |
| 30D | +27.7% | -21.7% | +49.4% | +39.2% |
| 3M | -14.8% | -34.2% | +19.4% | -1.4% |
| 6M | -25.5% | -10.5% | -15.0% | -24.6% |
| YTD | -47.2% | -40.7% | -6.4% | -37.2% |
| 1Y | -42.3% | -52.1% | +9.8% | -25.9% |
| All | +803.3% | +64.7% | +738.6% | +747.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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