-25.5%
APP vs SUI
-0.2%
-25.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | +0.7% | +30.3% | +31.0% |
| 7D | +39.7% | +8.8% | +30.9% | +40.7% |
| 30D | +27.7% | +8.9% | +18.8% | +29.0% |
| 3M | -14.8% | +2.0% | -16.8% | -16.2% |
| 6M | -25.5% | -0.6% | -24.9% | -27.8% |
| All | -25.5% | -0.2% | -25.4% | -27.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling