+887.9%
APP vs WCN
+52.1%
+835.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +4.6% | +2.6% | +2.0% | +3.8% |
| 30D | +56.0% | +23.9% | +32.1% | +46.2% |
| 3M | +30.8% | +17.4% | +13.4% | +24.6% |
| 6M | -9.8% | +28.0% | -37.8% | -18.2% |
| YTD | -39.3% | +11.6% | -50.8% | -40.2% |
| 1Y | -26.4% | +16.9% | -43.3% | -29.7% |
| 3Y | +887.9% | +51.6% | +836.3% | +767.0% |
| All | +887.9% | +52.1% | +835.8% | +767.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling