-16.6%
APP vs TRU
+18.3%
-34.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.1% | +11.9% | +10.6% |
| 7D | +71.2% | +5.7% | +65.5% | +67.9% |
| 30D | +39.1% | +29.2% | +9.9% | +25.0% |
| 3M | +16.5% | +2.7% | +13.9% | +13.9% |
| 6M | -16.6% | +15.2% | -31.8% | -25.5% |
| All | -16.6% | +18.3% | -34.8% | -25.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling