-39.3%
APP vs WWD
+25.7%
-65.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -3.6% |
| 7D | +61.1% | +0.4% | +60.7% | +61.0% |
| 30D | +42.8% | -0.4% | +43.2% | +42.6% |
| 3M | +16.7% | -6.1% | +22.8% | +17.2% |
| 6M | -15.6% | -9.5% | -6.1% | -14.7% |
| YTD | -41.3% | +10.8% | -52.1% | -41.8% |
| 1Y | -39.3% | +23.5% | -62.8% | -40.2% |
| All | -39.3% | +25.7% | -65.0% | -40.2% |
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