+114.2%
APA vs WU
-11.2%
+125.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.8% | +2.9% |
| 7D | +0.3% | -4.9% | +5.2% | +0.1% |
| 30D | +9.3% | -1.3% | +10.6% | +9.2% |
| 3M | +23.3% | -3.6% | +26.9% | +23.0% |
| 6M | +39.5% | -24.3% | +63.8% | +41.8% |
| YTD | +87.6% | -21.1% | +108.7% | +89.4% |
| 1Y | +114.2% | -10.3% | +124.6% | +113.3% |
| All | +114.2% | -11.2% | +125.5% | +113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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