+653.5%
APP vs U
+13.4%
+640.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +2.6% |
| 7D | +0.9% | -3.8% | +4.7% | +2.3% |
| 30D | -23.3% | +17.5% | -40.7% | -29.5% |
| 3M | -42.6% | +38.7% | -81.4% | -50.7% |
| 6M | -33.6% | +104.4% | -138.0% | -51.4% |
| YTD | -52.4% | -5.7% | -46.7% | -54.2% |
| 1Y | -35.9% | +3.7% | -39.6% | -41.2% |
| All | +653.5% | +13.4% | +640.2% | +426.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling