-43.0%
APP vs TE
+153.0%
-196.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +10.0% | -12.7% | -3.7% |
| 7D | +0.1% | +18.2% | -18.1% | -1.7% |
| 30D | -10.0% | -13.5% | +3.5% | -9.0% |
| 3M | -44.6% | -44.6% | -0.1% | -42.2% |
| 6M | -37.9% | -24.7% | -13.2% | -37.7% |
| YTD | -53.7% | -24.3% | -29.4% | -53.2% |
| 1Y | -43.0% | +155.6% | -198.5% | -32.5% |
| All | -43.0% | +153.0% | -196.0% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 1y: compounded portfolio wealth divided by compounded TE 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…
1y analysis · Full analysis span regression · 6 months rolling