+661.1%
APP vs TRU
+0.9%
+660.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.9% | +8.2% | +5.3% |
| 7D | +0.9% | -6.8% | +7.6% | +4.3% |
| 30D | -23.3% | 0.0% | -23.3% | -23.6% |
| 3M | -42.6% | +13.3% | -55.9% | -47.1% |
| 6M | -33.6% | +3.4% | -37.0% | -35.8% |
| YTD | -52.4% | -6.4% | -46.0% | -51.8% |
| 1Y | -35.9% | -9.7% | -26.2% | -34.4% |
| All | +661.1% | +0.9% | +660.1% | +683.9% |
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