+850.7%
APP vs WU
-24.1%
+874.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.6% | -2.4% |
| 7D | +10.6% | -5.3% | +15.8% | +12.0% |
| 30D | +44.6% | +9.0% | +35.6% | +42.4% |
| 3M | +29.6% | -3.6% | +33.2% | +30.4% |
| 6M | -19.8% | -19.4% | -0.4% | -17.6% |
| YTD | -41.6% | -21.7% | -19.9% | -39.9% |
| 1Y | -32.7% | -16.1% | -16.6% | -31.5% |
| All | +850.7% | -24.1% | +874.7% | +831.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling