-55.4%
APP vs WU
-18.0%
-37.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.4% | +5.2% | +9.4% |
| 7D | +4.5% | +8.2% | -3.7% | +2.8% |
| 30D | -3.6% | +8.0% | -11.7% | -5.3% |
| 3M | -35.3% | -6.6% | -28.6% | -34.7% |
| 6M | -42.8% | -23.3% | -19.5% | -42.4% |
| YTD | -59.7% | -22.4% | -37.3% | -59.3% |
| 1Y | -55.4% | -18.0% | -37.4% | -54.6% |
| All | -55.4% | -18.0% | -37.4% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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