-2.4%
GLD vs APP
-37.8%
+35.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.5% | +0.9% | -2.4% |
| 7D | +2.8% | +61.1% | -58.3% | -2.0% |
| 30D | -4.0% | +42.8% | -46.7% | -7.5% |
| 3M | -8.2% | +16.7% | -24.9% | -10.1% |
| 6M | -14.8% | -15.6% | +0.7% | -14.4% |
| YTD | -6.8% | -41.3% | +34.5% | -3.7% |
| 1Y | -2.4% | -39.3% | +36.9% | +0.6% |
| All | -2.4% | -37.8% | +35.4% | +0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling