+333.0%
APP vs SPXU
-86.1%
+419.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +1.0% | +3.2% |
| 7D | +0.9% | -0.1% | +1.0% | +0.8% |
| 30D | -23.3% | +0.8% | -24.1% | -22.6% |
| 3M | -42.6% | -4.7% | -37.9% | -43.3% |
| 6M | -33.6% | -29.6% | -4.0% | -46.6% |
| YTD | -52.4% | -29.9% | -22.6% | -60.9% |
| 1Y | -35.9% | -39.1% | +3.2% | -51.4% |
| 3Y | +642.2% | -80.0% | +722.2% | +244.3% |
| All | +333.0% | -86.1% | +419.1% | +134.4% |
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