+850.7%
APP vs WPM
+215.3%
+635.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.8% | 0.0% | -1.6% |
| 7D | +10.6% | -0.5% | +11.1% | +10.9% |
| 30D | +44.6% | -3.1% | +47.7% | +46.4% |
| 3M | +29.6% | -2.2% | +31.8% | +29.1% |
| 6M | -19.8% | -7.4% | -12.4% | -19.1% |
| YTD | -41.6% | +12.6% | -54.2% | -46.4% |
| 1Y | -32.7% | +22.8% | -55.5% | -40.7% |
| All | +850.7% | +215.3% | +635.4% | +390.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling