+892.4%
APP vs TER
+150.3%
+742.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.6% | +7.3% | +9.3% |
| 7D | +71.2% | -20.5% | +91.7% | +78.9% |
| 30D | +39.1% | -47.0% | +86.1% | +62.6% |
| 3M | +16.5% | -43.3% | +59.8% | +31.2% |
| 6M | -16.6% | -42.9% | +26.3% | -10.9% |
| YTD | -41.9% | +12.9% | -54.8% | -56.1% |
| 1Y | -37.0% | +18.2% | -55.2% | -53.4% |
| 3Y | +892.4% | +151.8% | +740.7% | +304.2% |
| All | +892.4% | +150.3% | +742.1% | +304.2% |
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