+500.0%
APP vs SPXU
-88.3%
+588.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.7% | +10.6% | +9.3% |
| 7D | +71.2% | +7.6% | +63.7% | +77.3% |
| 30D | +39.1% | +17.5% | +21.6% | +55.0% |
| 3M | +16.5% | +14.7% | +1.9% | +28.4% |
| 6M | -16.6% | -0.1% | -16.5% | -15.0% |
| YTD | -41.9% | -19.8% | -22.1% | -47.4% |
| 1Y | -37.0% | -23.7% | -13.3% | -44.2% |
| 3Y | +892.4% | -79.5% | +971.9% | +372.8% |
| 5Y | +297.3% | -81.9% | +379.2% | +151.8% |
| All | +500.0% | -88.3% | +588.4% | +224.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling