+887.9%
APP vs SPXU
-80.6%
+968.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.2% | +2.7% | +4.8% |
| 7D | +4.6% | -7.6% | +12.1% | -0.7% |
| 30D | +56.0% | +5.3% | +50.7% | +61.7% |
| 3M | +30.8% | +9.6% | +21.2% | +40.8% |
| 6M | -9.8% | -4.5% | -5.3% | -10.5% |
| YTD | -39.3% | -25.9% | -13.4% | -48.4% |
| 1Y | -26.4% | -28.9% | +2.4% | -38.9% |
| 3Y | +887.9% | -80.5% | +968.4% | +335.1% |
| All | +887.9% | -80.6% | +968.5% | +335.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling