+803.3%
APP vs WM
+50.2%
+753.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | +1.2% | +29.9% | +30.9% |
| 7D | +39.7% | +4.5% | +35.2% | +39.2% |
| 30D | +27.7% | +16.1% | +11.7% | +26.2% |
| 3M | -14.8% | +8.0% | -22.8% | -15.4% |
| 6M | -25.5% | +8.4% | -33.9% | -26.4% |
| YTD | -47.2% | +11.2% | -58.4% | -48.1% |
| 1Y | -42.3% | +22.3% | -64.6% | -45.5% |
| All | +803.3% | +50.2% | +753.1% | +710.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling