-37.0%
APP vs IWD
+28.1%
-65.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.4% | +10.2% | +10.1% |
| 7D | +71.2% | -0.5% | +71.7% | +68.2% |
| 30D | +39.1% | +2.7% | +36.4% | +32.4% |
| 3M | +16.5% | +0.9% | +15.7% | +13.0% |
| 6M | -16.6% | +10.5% | -27.1% | -26.4% |
| YTD | -41.9% | +23.7% | -65.6% | -54.4% |
| 1Y | -37.0% | +28.7% | -65.8% | -52.3% |
| All | -37.0% | +28.1% | -65.2% | -52.3% |
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