+506.6%
APP vs TRU
-11.8%
+518.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.4% | -2.7% |
| 7D | +61.1% | +4.6% | +56.5% | +56.6% |
| 30D | +42.8% | +25.4% | +17.3% | +20.9% |
| 3M | +16.7% | +4.0% | +12.7% | +11.4% |
| 6M | -15.6% | +14.5% | -30.1% | -25.9% |
| YTD | -41.3% | -3.7% | -37.6% | -42.3% |
| 1Y | -39.3% | +2.8% | -42.0% | -43.7% |
| 3Y | +803.2% | +58.5% | +744.7% | +469.9% |
| 5Y | +313.2% | -25.0% | +338.2% | +369.7% |
| All | +506.6% | -11.8% | +518.4% | +579.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling