+7.0%
WMT vs APP
-35.6%
+42.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.0% |
| 7D | +3.9% | +0.9% | +3.0% | +4.0% |
| 30D | -4.4% | -23.3% | +18.9% | -5.6% |
| 3M | -8.8% | -42.6% | +33.9% | -11.3% |
| 6M | -15.6% | -33.6% | +18.0% | -17.1% |
| YTD | -3.2% | -52.4% | +49.2% | -4.7% |
| 1Y | +7.0% | -35.9% | +42.9% | +3.3% |
| All | +7.0% | -35.6% | +42.7% | +3.3% |
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