+527.5%
APP vs WEC
+51.8%
+475.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.0% | +4.1% |
| 7D | +4.6% | +2.3% | +2.2% | +4.9% |
| 30D | +56.0% | +11.1% | +45.0% | +58.6% |
| 3M | +30.8% | +8.4% | +22.4% | +32.5% |
| 6M | -9.8% | +7.5% | -17.3% | -8.6% |
| YTD | -39.3% | +15.3% | -54.6% | -38.2% |
| 1Y | -26.4% | +9.7% | -36.2% | -25.3% |
| 3Y | +887.9% | +64.7% | +823.3% | +896.7% |
| 5Y | +264.1% | +57.3% | +206.8% | +298.6% |
| All | +527.5% | +51.8% | +475.7% | +591.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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