+887.9%
APP vs SE
+65.6%
+822.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.1% | +2.8% | +3.5% |
| 7D | +4.6% | -0.5% | +5.1% | +4.7% |
| 30D | +56.0% | -20.9% | +77.0% | +69.4% |
| 3M | +30.8% | -38.9% | +69.7% | +56.5% |
| 6M | -9.8% | -19.4% | +9.6% | -4.4% |
| YTD | -39.3% | -40.9% | +1.6% | -28.0% |
| 1Y | -26.4% | -46.2% | +19.7% | -10.0% |
| 3Y | +887.9% | +63.7% | +824.2% | +840.5% |
| All | +887.9% | +65.6% | +822.3% | +840.5% |
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