+503.8%
APP vs U
-50.8%
+554.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.8% | -3.3% |
| 7D | +10.6% | +2.8% | +7.7% | +9.1% |
| 30D | +44.6% | +7.6% | +37.0% | +40.8% |
| 3M | +29.6% | +12.7% | +16.9% | +22.2% |
| 6M | -19.8% | +87.0% | -106.7% | -43.3% |
| YTD | -41.6% | +13.6% | -55.2% | -48.9% |
| 1Y | -32.7% | +25.3% | -58.0% | -44.1% |
| 3Y | +799.0% | +85.8% | +713.2% | +396.0% |
| 5Y | +250.4% | -74.5% | +324.9% | +380.8% |
| All | +503.8% | -50.8% | +554.6% | +432.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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