-55.4%
APP vs UUUU
-55.1%
-0.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.8% | +11.5% | +10.9% |
| 7D | +4.5% | -14.4% | +19.0% | +8.5% |
| 30D | -3.6% | -33.6% | +30.0% | +5.6% |
| 3M | -35.3% | -44.2% | +8.9% | -26.9% |
| 6M | -42.8% | -66.8% | +24.0% | -27.6% |
| YTD | -59.7% | -50.6% | -9.1% | -53.4% |
| 1Y | -55.4% | -57.8% | +2.4% | -45.9% |
| All | -55.4% | -55.1% | -0.2% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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