+653.5%
APP vs SUI
+12.1%
+641.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.6% | +2.2% |
| 7D | +0.9% | -2.8% | +3.7% | +1.0% |
| 30D | -23.3% | -1.2% | -22.1% | -23.2% |
| 3M | -42.6% | -1.7% | -40.9% | -42.6% |
| 6M | -33.6% | -10.5% | -23.1% | -33.2% |
| YTD | -52.4% | -1.8% | -50.6% | -52.5% |
| 1Y | -35.9% | -4.1% | -31.8% | -35.9% |
| All | +653.5% | +12.1% | +641.5% | +577.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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