-33.5%
APP vs U
+18.8%
-52.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.4% | -2.4% |
| 7D | +61.1% | +24.4% | +36.7% | +46.2% |
| 30D | +42.8% | +7.4% | +35.4% | +37.9% |
| 3M | +16.7% | +16.8% | -0.1% | +7.8% |
| 6M | -15.6% | +78.8% | -94.4% | -38.9% |
| YTD | -41.3% | +14.0% | -55.3% | -48.1% |
| All | -33.5% | +18.8% | -52.3% | -42.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling