+503.8%
APP vs WCN
+76.7%
+427.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -3.2% |
| 7D | +10.6% | +1.2% | +9.4% | +9.9% |
| 30D | +44.6% | +26.4% | +18.1% | +28.1% |
| 3M | +29.6% | +17.5% | +12.1% | +19.1% |
| 6M | -19.8% | +28.7% | -48.5% | -31.2% |
| YTD | -41.6% | +11.5% | -53.1% | -45.1% |
| 1Y | -32.7% | +15.9% | -48.6% | -38.5% |
| 3Y | +799.0% | +51.6% | +747.4% | +574.6% |
| 5Y | +250.4% | +47.9% | +202.4% | +155.8% |
| All | +503.8% | +76.7% | +427.1% | +325.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling