+298.1%
APP vs BBWI
-67.6%
+365.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.5% | +2.4% | +3.5% |
| 7D | +4.6% | +0.1% | +4.4% | +4.6% |
| 30D | +56.0% | +12.9% | +43.2% | +48.8% |
| 3M | +30.8% | +16.0% | +14.8% | +22.3% |
| 6M | -9.8% | +16.6% | -26.4% | -16.3% |
| YTD | -39.3% | +9.7% | -49.0% | -44.1% |
| 1Y | -26.4% | +1.5% | -27.9% | -31.7% |
| 3Y | +887.9% | -21.4% | +909.3% | +774.9% |
| All | +298.1% | -67.6% | +365.7% | +460.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling