+770.0%
WDC vs APP
+837.2%
-67.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +3.9% | -8.9% | -5.6% |
| 7D | +12.1% | +4.6% | +7.5% | +11.3% |
| 30D | -18.8% | +56.0% | -74.8% | -26.3% |
| 3M | -39.3% | +30.8% | -70.1% | -43.1% |
| 6M | -40.1% | -9.8% | -30.3% | -40.0% |
| YTD | +71.8% | -39.3% | +111.1% | +81.3% |
| 1Y | +88.5% | -26.4% | +114.9% | +91.0% |
| 3Y | +770.0% | +887.9% | -117.9% | +415.7% |
| All | +770.0% | +837.2% | -67.2% | +415.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling