+338.9%
APP vs SU
+353.1%
-14.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -2.9% |
| 7D | +0.1% | -1.0% | +1.0% | +0.3% |
| 30D | -10.0% | +13.7% | -23.7% | -13.2% |
| 3M | -44.6% | +8.0% | -52.7% | -46.0% |
| 6M | -37.9% | +21.0% | -58.9% | -41.9% |
| YTD | -53.7% | +56.2% | -109.9% | -60.0% |
| 1Y | -43.0% | +72.2% | -115.2% | -52.4% |
| 3Y | +640.8% | +118.1% | +522.7% | +475.6% |
| All | +338.9% | +353.1% | -14.2% | +239.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling