+1,659.2%
BE vs APP
+892.0%
+767.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.5% | -0.8% | -3.5% |
| 7D | -13.4% | +61.1% | -74.5% | -25.8% |
| 30D | -33.9% | +42.8% | -76.7% | -41.2% |
| 3M | -12.0% | +16.7% | -28.6% | -17.6% |
| 6M | -29.0% | -15.6% | -13.4% | -28.5% |
| YTD | +113.4% | -41.3% | +154.7% | +131.3% |
| 1Y | +33.2% | -39.3% | +72.5% | +44.1% |
| 3Y | +1,659.2% | +803.2% | +856.0% | +877.4% |
| All | +1,659.2% | +892.0% | +767.2% | +877.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling