+333.0%
APP vs SUI
-32.0%
+364.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.6% | +2.4% |
| 7D | +0.9% | -2.8% | +3.7% | +2.2% |
| 30D | -23.3% | -1.2% | -22.1% | -22.8% |
| 3M | -42.6% | -1.7% | -40.9% | -42.5% |
| 6M | -33.6% | -10.5% | -23.1% | -30.7% |
| YTD | -52.4% | -1.8% | -50.6% | -52.8% |
| 1Y | -35.9% | -4.1% | -31.8% | -35.8% |
| 3Y | +642.2% | +11.3% | +631.0% | +530.0% |
| All | +333.0% | -32.0% | +364.9% | +395.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling