+650.3%
BE vs APP
+458.9%
+191.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +9.9% | -6.4% | +0.5% |
| 7D | -14.7% | +71.2% | -85.9% | -30.4% |
| 30D | -40.5% | +39.1% | -79.6% | -48.0% |
| 3M | -24.3% | +16.5% | -40.9% | -30.6% |
| 6M | -39.3% | -16.6% | -22.8% | -39.8% |
| YTD | +99.4% | -41.9% | +141.3% | +115.8% |
| 1Y | +26.6% | -37.0% | +63.6% | +34.9% |
| 3Y | +1,616.9% | +892.4% | +724.5% | +552.5% |
| 5Y | +441.4% | +297.3% | +144.1% | +157.4% |
| All | +650.3% | +458.9% | +191.4% | +207.1% |
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