+194.1%
WMT vs APP
+484.4%
-290.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.4% | +1.4% |
| 7D | +2.0% | +4.6% | -2.5% | +1.9% |
| 30D | +10.3% | +56.0% | -45.8% | +8.8% |
| 3M | +11.0% | +30.8% | -19.9% | +10.0% |
| 6M | -2.3% | -9.8% | +7.5% | -2.5% |
| YTD | +15.7% | -39.3% | +55.0% | +16.8% |
| 1Y | +26.0% | -26.4% | +52.4% | +26.0% |
| 3Y | +136.5% | +887.9% | -751.4% | +110.6% |
| 5Y | +176.8% | +264.1% | -87.2% | +140.4% |
| All | +194.1% | +484.4% | -290.3% | +150.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling