+850.7%
APP vs TER
+205.0%
+645.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -2.0% | -2.6% |
| 7D | +10.6% | +24.0% | -13.4% | +5.1% |
| 30D | +44.6% | -30.6% | +75.2% | +57.7% |
| 3M | +29.6% | -34.5% | +64.1% | +41.5% |
| 6M | -19.8% | -26.4% | +6.6% | -19.9% |
| YTD | -41.6% | +36.4% | -78.0% | -57.6% |
| 1Y | -32.7% | +47.4% | -80.1% | -52.8% |
| All | +850.7% | +205.0% | +645.7% | +309.9% |
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