+298.1%
APP vs WWD
+187.3%
+110.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.3% |
| 7D | +4.6% | +4.0% | +0.6% | +2.4% |
| 30D | +56.0% | +0.4% | +55.6% | +54.2% |
| 3M | +30.8% | -7.9% | +38.8% | +35.5% |
| 6M | -9.8% | -10.6% | +0.8% | -6.7% |
| YTD | -39.3% | +9.4% | -48.7% | -47.3% |
| 1Y | -26.4% | +25.7% | -52.2% | -43.2% |
| 3Y | +887.9% | +148.5% | +739.4% | +339.1% |
| All | +298.1% | +187.3% | +110.8% | +45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling