+887.9%
APP vs WWD
+148.2%
+739.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.2% |
| 7D | +4.6% | +4.0% | +0.6% | +2.9% |
| 30D | +56.0% | +0.4% | +55.6% | +54.7% |
| 3M | +30.8% | -7.9% | +38.8% | +34.7% |
| 6M | -9.8% | -10.6% | +0.8% | -7.1% |
| YTD | -39.3% | +9.4% | -48.7% | -46.2% |
| 1Y | -26.4% | +25.7% | -52.2% | -41.5% |
| 3Y | +887.9% | +148.5% | +739.4% | +422.4% |
| All | +887.9% | +148.2% | +739.8% | +422.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling