-89.7%
APUS vs SPY
+35.9%
-125.6%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.5% | -3.5% |
| 7D | -16.8% | +3.3% | -20.1% | -19.9% |
| 30D | -50.9% | -2.7% | -48.2% | -49.4% |
| 3M | -51.3% | -1.7% | -49.5% | -50.1% |
| 6M | -83.1% | +3.1% | -86.1% | -83.2% |
| YTD | -86.2% | +11.9% | -98.1% | -86.8% |
| 1Y | -91.5% | +12.0% | -103.5% | -91.9% |
| All | -89.7% | +35.9% | -125.6% | -87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 5y: compounded portfolio wealth divided by compounded SPY 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…
5y analysis · Full analysis span regression · 6 months rolling