-7.2%
GLD vs APP
-29.4%
+22.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.8% | -0.2% |
| 7D | -4.6% | +4.6% | -9.2% | -5.0% |
| 30D | -5.5% | +56.0% | -61.5% | -9.8% |
| 3M | -10.9% | +30.8% | -41.7% | -13.7% |
| 6M | -17.4% | -9.8% | -7.6% | -17.5% |
| YTD | -10.3% | -39.3% | +29.0% | -7.2% |
| 1Y | -7.2% | -26.4% | +19.3% | -5.2% |
| All | -7.2% | -29.4% | +22.2% | -5.2% |
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