+892.4%
APP vs TRU
+65.0%
+827.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.1% | +11.9% | +11.1% |
| 7D | +71.2% | +5.7% | +65.5% | +66.0% |
| 30D | +39.1% | +29.2% | +9.9% | +18.5% |
| 3M | +16.5% | +2.7% | +13.9% | +13.1% |
| 6M | -16.6% | +15.2% | -31.8% | -25.5% |
| YTD | -41.9% | -4.9% | -37.1% | -42.1% |
| 1Y | -37.0% | +3.4% | -40.5% | -41.0% |
| 3Y | +892.4% | +63.2% | +829.3% | +731.1% |
| All | +892.4% | +65.0% | +827.5% | +731.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling