-45.3%
APP vs WSM
+14.1%
-59.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | -4.4% | +2.6% | -7.0% | -5.0% |
| 30D | -10.0% | -9.3% | -0.7% | -7.8% |
| 3M | -41.4% | +7.1% | -48.5% | -42.3% |
| 6M | -41.0% | +21.7% | -62.7% | -43.9% |
| YTD | -54.7% | +28.7% | -83.5% | -54.5% |
| 1Y | -45.3% | +13.9% | -59.2% | -46.6% |
| All | -45.3% | +14.1% | -59.5% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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