-26.4%
APP vs SPXU
-26.3%
-0.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.2% | +2.7% | +4.5% |
| 7D | +4.6% | -7.6% | +12.1% | +1.2% |
| 30D | +56.0% | +5.3% | +50.7% | +60.7% |
| 3M | +30.8% | +9.6% | +21.2% | +39.9% |
| 6M | -9.8% | -4.5% | -5.3% | -10.6% |
| YTD | -39.3% | -25.9% | -13.4% | -46.7% |
| 1Y | -26.4% | -28.9% | +2.4% | -37.1% |
| All | -26.4% | -26.3% | -0.1% | -37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling