+583.2%
WDC vs APP
+242.8%
+340.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.1% | -0.2% |
| 7D | +16.3% | +10.6% | +5.7% | +14.2% |
| 30D | -18.3% | +44.6% | -62.8% | -25.3% |
| 3M | -31.4% | +29.6% | -61.0% | -36.1% |
| 6M | -36.3% | -19.8% | -16.5% | -35.3% |
| YTD | +80.8% | -41.6% | +122.4% | +90.7% |
| 1Y | +87.7% | -32.7% | +120.4% | +92.2% |
| 3Y | +819.4% | +799.0% | +20.4% | +421.6% |
| 5Y | +583.2% | +250.4% | +332.8% | +332.2% |
| All | +583.2% | +242.8% | +340.4% | +332.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling