+500.0%
APP vs WCN
+72.3%
+427.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.4% | +11.2% | +10.5% |
| 7D | +71.2% | +2.9% | +68.3% | +68.9% |
| 30D | +39.1% | +22.1% | +17.0% | +25.4% |
| 3M | +16.5% | +13.2% | +3.4% | +9.1% |
| 6M | -16.6% | +23.7% | -40.3% | -26.9% |
| YTD | -41.9% | +8.7% | -50.7% | -44.8% |
| 1Y | -37.0% | +15.3% | -52.4% | -42.7% |
| 3Y | +892.4% | +46.0% | +846.4% | +660.4% |
| 5Y | +297.3% | +45.9% | +251.4% | +191.6% |
| All | +500.0% | +72.3% | +427.7% | +327.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling