-37.1%
APP vs USFD
+49.7%
-86.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.1% | +1.7% | +6.1% |
| 7D | +79.2% | +3.9% | +75.2% | +80.9% |
| 30D | +48.0% | +12.8% | +35.2% | +55.3% |
| 3M | +18.2% | +1.0% | +17.3% | +17.7% |
| 6M | -12.5% | +30.3% | -42.8% | -1.2% |
| YTD | -39.2% | +46.0% | -85.1% | -37.6% |
| All | -37.1% | +49.7% | -86.8% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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