+803.3%
APP vs TER
+144.0%
+659.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -15.2% | +46.3% | +34.6% |
| 7D | +39.7% | -28.2% | +67.9% | +50.2% |
| 30D | +27.7% | -50.6% | +78.3% | +52.0% |
| 3M | -14.8% | -45.3% | +30.6% | -3.1% |
| 6M | -25.5% | -40.4% | +14.9% | -22.3% |
| YTD | -47.2% | +10.0% | -57.2% | -59.8% |
| 1Y | -42.3% | +13.6% | -55.9% | -56.8% |
| All | +803.3% | +144.0% | +659.3% | +270.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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