+739.7%
BE vs APP
+485.7%
+254.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +4.8% | +7.1% | +10.5% |
| 7D | -1.2% | +79.2% | -80.4% | -20.3% |
| 30D | -30.9% | +48.0% | -78.9% | -40.6% |
| 3M | -11.6% | +18.2% | -29.8% | -19.1% |
| 6M | -25.7% | -12.5% | -13.2% | -26.9% |
| YTD | +123.1% | -39.2% | +162.3% | +138.5% |
| 1Y | +43.4% | -33.9% | +77.3% | +50.7% |
| 3Y | +1,683.6% | +933.3% | +750.4% | +571.5% |
| 5Y | +465.4% | +295.9% | +169.5% | +167.6% |
| All | +739.7% | +485.7% | +254.0% | +239.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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