+520.8%
APP vs UUUU
+16.9%
+503.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.8% | -0.5% | +1.6% |
| 7D | +48.9% | -3.5% | +52.4% | +49.3% |
| 30D | +49.4% | -28.3% | +77.7% | +61.5% |
| 3M | +27.0% | -53.1% | +80.1% | +52.0% |
| 6M | -15.4% | -68.6% | +53.2% | +10.6% |
| YTD | -39.9% | -52.3% | +12.4% | -32.0% |
| 1Y | -32.0% | -55.8% | +23.8% | -21.9% |
| 3Y | +824.3% | -12.3% | +836.6% | +652.8% |
| 5Y | +252.4% | -36.9% | +289.3% | +176.3% |
| All | +520.8% | +16.9% | +503.9% | +312.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling