+774.5%
BE vs APP
+462.4%
+312.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.7% | -0.9% | -2.8% |
| 7D | +20.5% | +10.6% | +10.0% | +17.2% |
| 30D | -23.4% | +44.6% | -67.9% | -33.7% |
| 3M | -14.9% | +29.6% | -44.5% | -24.1% |
| 6M | -28.1% | -19.8% | -8.3% | -27.2% |
| YTD | +132.4% | -41.6% | +174.0% | +151.7% |
| 1Y | +59.4% | -32.7% | +92.0% | +66.5% |
| 3Y | +1,815.8% | +799.0% | +1,016.8% | +658.9% |
| 5Y | +491.3% | +250.4% | +240.9% | +187.9% |
| All | +774.5% | +462.4% | +312.1% | +258.1% |
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