-35.9%
APP vs WM
-0.9%
-35.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.5% | +1.6% |
| 7D | +0.9% | -0.3% | +1.2% | +0.7% |
| 30D | -23.3% | -2.4% | -20.9% | -24.0% |
| 3M | -42.6% | +0.4% | -43.1% | -42.6% |
| 6M | -33.6% | -9.5% | -24.1% | -33.8% |
| YTD | -52.4% | +0.5% | -52.9% | -50.5% |
| 1Y | -35.9% | -1.1% | -34.8% | -26.3% |
| All | -35.9% | -0.9% | -35.0% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling