+503.8%
APP vs UUUU
+12.6%
+491.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.6% | +0.9% | -1.8% |
| 7D | +10.6% | +1.4% | +9.2% | +10.2% |
| 30D | +44.6% | -27.9% | +72.5% | +56.1% |
| 3M | +29.6% | -53.8% | +83.4% | +55.7% |
| 6M | -19.8% | -68.1% | +48.3% | +4.5% |
| YTD | -41.6% | -54.1% | +12.5% | -33.3% |
| 1Y | -32.7% | -57.8% | +25.1% | -21.8% |
| 3Y | +799.0% | -15.4% | +814.5% | +639.1% |
| 5Y | +250.4% | -39.2% | +289.6% | +177.3% |
| All | +503.8% | +12.6% | +491.2% | +305.4% |
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