-32.0%
APP vs UUUU
-56.8%
+24.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.8% | -0.5% | +1.8% |
| 7D | +48.9% | -3.5% | +52.4% | +49.2% |
| 30D | +49.4% | -28.3% | +77.7% | +60.0% |
| 3M | +27.0% | -53.1% | +80.1% | +48.7% |
| 6M | -15.4% | -68.6% | +53.2% | +7.5% |
| YTD | -39.9% | -52.3% | +12.4% | -29.6% |
| 1Y | -32.0% | -55.8% | +23.8% | -18.7% |
| All | -32.0% | -56.8% | +24.9% | -18.7% |
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