-55.4%
APP vs WWD
+27.2%
-82.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -1.9% | +12.6% | +11.0% |
| 7D | +4.5% | +7.3% | -2.8% | +3.5% |
| 30D | -3.6% | -2.0% | -1.6% | -3.5% |
| 3M | -35.3% | -12.6% | -22.7% | -34.3% |
| 6M | -42.8% | -8.4% | -34.4% | -42.4% |
| YTD | -59.7% | +8.2% | -67.9% | -60.0% |
| 1Y | -55.4% | +26.5% | -81.9% | -56.8% |
| All | -55.4% | +27.2% | -82.5% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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