+367.9%
APP vs UUUU
+145.4%
+222.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.1% |
| 7D | -4.4% | +1.8% | -6.2% | -4.8% |
| 30D | -10.0% | +1.8% | -11.8% | -10.8% |
| 3M | -41.4% | +1.3% | -42.7% | -42.4% |
| 6M | -41.0% | -26.8% | -14.2% | -37.9% |
| YTD | -54.7% | +0.1% | -54.8% | -57.2% |
| 1Y | -45.3% | +11.2% | -56.6% | -52.5% |
| 3Y | +624.3% | +97.7% | +526.6% | +376.9% |
| 5Y | +329.1% | +127.3% | +201.8% | +162.6% |
| All | +367.9% | +145.4% | +222.5% | +160.1% |
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