+503.8%
APP vs SPXU
-89.3%
+593.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.8% | -2.0% |
| 7D | +10.6% | -9.4% | +19.9% | +3.7% |
| 30D | +44.6% | +7.4% | +37.1% | +52.0% |
| 3M | +29.6% | +6.2% | +23.4% | +35.9% |
| 6M | -19.8% | -7.2% | -12.5% | -21.9% |
| YTD | -41.6% | -26.8% | -14.8% | -50.1% |
| 1Y | -32.7% | -26.3% | -6.4% | -41.4% |
| 3Y | +799.0% | -80.6% | +879.6% | +311.8% |
| 5Y | +250.4% | -83.6% | +334.0% | +108.6% |
| All | +503.8% | -89.3% | +593.1% | +207.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling