+410.2%
WDC vs APP
+458.9%
-48.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +9.9% | -11.3% | -3.2% |
| 7D | -28.0% | +71.2% | -99.2% | -36.4% |
| 30D | -34.9% | +39.1% | -74.0% | -40.1% |
| 3M | -41.6% | +16.5% | -58.1% | -44.5% |
| 6M | -45.4% | -16.6% | -28.8% | -45.1% |
| YTD | +53.3% | -41.9% | +95.2% | +61.4% |
| 1Y | +61.5% | -37.0% | +98.6% | +67.3% |
| 3Y | +712.3% | +892.4% | -180.1% | +356.8% |
| 5Y | +524.2% | +297.3% | +226.9% | +276.8% |
| All | +410.2% | +458.9% | -48.6% | +158.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling