+661.1%
APP vs UUUU
+97.1%
+563.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +2.1% |
| 7D | +0.9% | -1.4% | +2.2% | +1.2% |
| 30D | -23.3% | +16.3% | -39.6% | -26.1% |
| 3M | -42.6% | -16.7% | -25.9% | -41.2% |
| 6M | -33.6% | -33.7% | 0.0% | -29.5% |
| YTD | -52.4% | -0.5% | -51.9% | -53.8% |
| 1Y | -35.9% | +28.9% | -64.7% | -44.1% |
| All | +661.1% | +97.1% | +563.9% | +426.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling