+292.6%
APP vs SPXU
-81.8%
+374.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.7% | +10.6% | +9.3% |
| 7D | +71.2% | +7.6% | +63.7% | +77.4% |
| 30D | +39.1% | +17.5% | +21.6% | +55.3% |
| 3M | +16.5% | +14.7% | +1.9% | +28.6% |
| 6M | -16.6% | -0.1% | -16.5% | -15.0% |
| YTD | -41.9% | -19.8% | -22.1% | -47.5% |
| 1Y | -37.0% | -23.7% | -13.3% | -44.4% |
| 3Y | +892.4% | -79.5% | +971.9% | +360.1% |
| All | +292.6% | -81.8% | +374.4% | +153.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling