+1,709.5%
BE vs APP
+837.2%
+872.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +3.9% | -8.8% | -5.9% |
| 7D | +10.8% | +4.6% | +6.3% | +9.7% |
| 30D | -19.8% | +56.0% | -75.8% | -30.5% |
| 3M | -18.7% | +30.8% | -49.6% | -26.1% |
| 6M | -33.7% | -9.8% | -23.9% | -34.3% |
| YTD | +121.0% | -39.3% | +160.2% | +137.6% |
| 1Y | +85.4% | -26.4% | +111.8% | +90.0% |
| 3Y | +1,709.5% | +887.9% | +821.6% | +847.0% |
| All | +1,709.5% | +837.2% | +872.3% | +847.0% |
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