+168.5%
WMT vs APP
+296.6%
-128.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +9.9% | -11.6% | -2.0% |
| 7D | +1.6% | +71.2% | -69.6% | 0.0% |
| 30D | +16.1% | +39.1% | -23.0% | +14.8% |
| 3M | +12.3% | +16.5% | -4.3% | +11.6% |
| 6M | -3.1% | -16.6% | +13.5% | -3.0% |
| YTD | +13.4% | -41.9% | +55.3% | +14.6% |
| 1Y | +24.5% | -37.0% | +61.5% | +25.2% |
| 3Y | +135.7% | +892.4% | -756.7% | +107.9% |
| All | +168.5% | +296.6% | -128.0% | +127.4% |
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