+446.2%
APP vs SUI
-4.4%
+450.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | +0.7% | +30.3% | +30.7% |
| 7D | +39.7% | +8.8% | +30.9% | +34.8% |
| 30D | +27.7% | +8.9% | +18.8% | +22.8% |
| 3M | -14.8% | +2.0% | -16.8% | -15.6% |
| 6M | -25.5% | -0.6% | -24.9% | -26.0% |
| YTD | -47.2% | +1.3% | -48.5% | -48.4% |
| 1Y | -42.3% | +1.3% | -43.6% | -43.7% |
| 3Y | +806.8% | +16.3% | +790.5% | +654.9% |
| 5Y | +261.6% | -25.1% | +286.7% | +326.4% |
| All | +446.2% | -4.4% | +450.5% | +431.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling