-55.4%
APP vs WPM
+38.8%
-94.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +12.0% | -1.3% | +6.4% |
| 7D | +4.5% | +3.9% | +0.6% | +3.1% |
| 30D | -3.6% | -3.5% | -0.1% | -2.9% |
| 3M | -35.3% | +14.1% | -49.3% | -39.8% |
| 6M | -42.8% | +6.2% | -49.0% | -46.5% |
| YTD | -59.7% | +12.4% | -72.1% | -62.9% |
| 1Y | -55.4% | +40.0% | -95.3% | -63.9% |
| All | -55.4% | +38.8% | -94.2% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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