+292.6%
APP vs WPM
+246.3%
+46.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.9% | +7.0% | +8.8% |
| 7D | +71.2% | +16.9% | +54.3% | +61.9% |
| 30D | +39.1% | +2.0% | +37.1% | +38.1% |
| 3M | +16.5% | +8.9% | +7.6% | +11.6% |
| 6M | -16.6% | +1.6% | -18.1% | -19.1% |
| YTD | -41.9% | +16.5% | -58.4% | -46.8% |
| 1Y | -37.0% | +42.2% | -79.2% | -46.6% |
| 3Y | +892.4% | +213.3% | +679.1% | +503.8% |
| All | +292.6% | +246.3% | +46.3% | +124.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling