-55.4%
APP vs WCN
+16.1%
-71.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.8% | +7.9% | +10.8% |
| 7D | +4.5% | +6.7% | -2.2% | +5.0% |
| 30D | -3.6% | +24.3% | -27.9% | -2.1% |
| 3M | -35.3% | +16.1% | -51.3% | -34.8% |
| 6M | -42.8% | +19.9% | -62.7% | -42.3% |
| YTD | -59.7% | +10.1% | -69.8% | -57.1% |
| 1Y | -55.4% | +14.4% | -69.8% | -49.8% |
| All | -55.4% | +16.1% | -71.4% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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