+520.8%
APP vs WEC
+50.4%
+470.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.4% | +1.9% | +2.4% |
| 7D | +48.9% | -0.5% | +49.5% | +48.8% |
| 30D | +49.4% | +12.0% | +37.5% | +52.0% |
| 3M | +27.0% | +11.1% | +15.9% | +29.1% |
| 6M | -15.4% | +6.0% | -21.4% | -14.5% |
| YTD | -39.9% | +14.3% | -54.2% | -39.0% |
| 1Y | -32.0% | +8.0% | -39.9% | -31.0% |
| 3Y | +824.3% | +62.8% | +761.5% | +831.5% |
| 5Y | +252.4% | +55.3% | +197.1% | +284.7% |
| All | +520.8% | +50.4% | +470.4% | +583.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling