+892.4%
APP vs WPM
+212.7%
+679.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.9% | +7.0% | +8.7% |
| 7D | +71.2% | +16.9% | +54.3% | +61.3% |
| 30D | +39.1% | +2.0% | +37.1% | +38.0% |
| 3M | +16.5% | +8.9% | +7.6% | +11.0% |
| 6M | -16.6% | +1.6% | -18.1% | -19.4% |
| YTD | -41.9% | +16.5% | -58.4% | -47.4% |
| 1Y | -37.0% | +42.2% | -79.2% | -47.8% |
| 3Y | +892.4% | +213.3% | +679.1% | +427.6% |
| All | +892.4% | +212.7% | +679.7% | +427.6% |
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