+518.1%
BE vs APP
+290.3%
+227.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +2.3% | +10.6% | +12.3% |
| 7D | +4.5% | +48.9% | -44.4% | -10.7% |
| 30D | -20.1% | +49.4% | -69.6% | -32.0% |
| 3M | -0.8% | +27.0% | -27.8% | -11.5% |
| 6M | -26.2% | -15.4% | -10.8% | -26.6% |
| YTD | +141.1% | -39.9% | +181.0% | +159.7% |
| 1Y | +64.8% | -32.0% | +96.8% | +71.9% |
| 3Y | +1,887.4% | +824.3% | +1,063.0% | +625.8% |
| 5Y | +518.1% | +252.4% | +265.7% | +320.7% |
| All | +518.1% | +290.3% | +227.8% | +320.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling