+877.5%
APP vs BBWI
-22.8%
+900.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +2.0% | +2.3% |
| 7D | +48.9% | -7.7% | +56.7% | +50.2% |
| 30D | +49.4% | +24.8% | +24.7% | +43.5% |
| 3M | +27.0% | +16.2% | +10.8% | +22.8% |
| 6M | -15.4% | +15.8% | -31.2% | -18.2% |
| YTD | -39.9% | +11.4% | -51.4% | -42.1% |
| 1Y | -32.0% | +3.2% | -35.2% | -34.1% |
| All | +877.5% | -22.8% | +900.3% | +899.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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