-45.3%
APP vs TRU
-16.5%
-28.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.5% | -1.9% |
| 7D | -4.4% | -6.5% | +2.1% | -2.0% |
| 30D | -10.0% | -2.5% | -7.5% | -9.5% |
| 3M | -41.4% | +10.4% | -51.8% | -44.7% |
| 6M | -41.0% | +1.6% | -42.7% | -42.6% |
| YTD | -54.7% | -9.7% | -45.0% | -55.2% |
| 1Y | -45.3% | -17.3% | -28.1% | -44.0% |
| All | -45.3% | -16.5% | -28.8% | -44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling