-14.8%
APP vs U
+35.0%
-49.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | +14.9% | +16.1% | +24.8% |
| 7D | +39.7% | +24.3% | +15.4% | +33.5% |
| 30D | +27.7% | +8.6% | +19.2% | +18.4% |
| 3M | -14.8% | +37.6% | -52.3% | -1.3% |
| All | -14.8% | +35.0% | -49.8% | -1.3% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling