+412.6%
WDC vs APP
-41.9%
+454.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.7% | +4.8% | +2.8% |
| 7D | +6.0% | +0.1% | +5.9% | +6.0% |
| 30D | +9.9% | -10.0% | +20.0% | +12.7% |
| 3M | -9.4% | -44.6% | +35.3% | +3.7% |
| 6M | +94.7% | -37.9% | +132.6% | +114.2% |
| YTD | +177.4% | -53.7% | +231.1% | +231.6% |
| 1Y | +412.6% | -43.0% | +455.5% | +453.6% |
| All | +412.6% | -41.9% | +454.5% | +453.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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