+928.6%
WDC vs APP
+313.3%
+615.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.2% | +3.6% | +5.4% |
| 7D | +1.7% | +0.9% | +0.9% | +1.6% |
| 30D | -10.0% | -23.3% | +13.3% | -5.1% |
| 3M | -18.8% | -42.6% | +23.9% | -9.8% |
| 6M | +79.0% | -33.6% | +112.6% | +91.0% |
| YTD | +171.6% | -52.4% | +224.0% | +203.8% |
| 1Y | +417.4% | -35.9% | +453.3% | +443.8% |
| 3Y | +1,251.8% | +642.2% | +609.6% | +709.5% |
| All | +928.6% | +313.3% | +615.4% | +545.1% |
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