+188.3%
WMT vs APP
+465.0%
-276.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | 0.0% |
| 7D | +0.6% | +61.1% | -60.5% | -0.8% |
| 30D | +12.8% | +42.8% | -30.0% | +11.5% |
| 3M | +11.7% | +16.7% | -5.0% | +11.1% |
| 6M | -3.5% | -15.6% | +12.1% | -3.5% |
| YTD | +13.4% | -41.3% | +54.7% | +14.5% |
| 1Y | +23.6% | -39.3% | +62.9% | +24.6% |
| 3Y | +133.9% | +803.2% | -669.3% | +108.9% |
| 5Y | +170.1% | +313.2% | -143.0% | +134.2% |
| All | +188.3% | +465.0% | -276.8% | +145.2% |
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 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