-55.4%
APP vs IWD
+33.0%
-88.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.6% | +8.1% | +7.4% |
| 7D | +4.5% | +2.5% | +2.0% | +1.5% |
| 30D | -3.6% | +6.0% | -9.6% | -9.6% |
| 3M | -35.3% | +3.8% | -39.0% | -37.9% |
| 6M | -42.8% | +16.3% | -59.1% | -51.7% |
| YTD | -59.7% | +27.5% | -87.1% | -68.7% |
| 1Y | -55.4% | +32.8% | -88.2% | -66.7% |
| All | -55.4% | +33.0% | -88.4% | -66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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