+640.8%
APP vs SU
+117.9%
+522.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -2.9% |
| 7D | +0.1% | -1.0% | +1.0% | +0.4% |
| 30D | -10.0% | +13.7% | -23.7% | -13.9% |
| 3M | -44.6% | +8.0% | -52.7% | -46.2% |
| 6M | -37.9% | +21.0% | -58.9% | -43.5% |
| YTD | -53.7% | +56.2% | -109.9% | -62.6% |
| 1Y | -43.0% | +72.2% | -115.2% | -56.6% |
| 3Y | +640.8% | +118.1% | +522.7% | +384.1% |
| All | +640.8% | +117.9% | +522.9% | +384.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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