+166.1%
APA vs WU
-51.1%
+217.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.5% | +4.3% | +2.5% |
| 7D | -1.7% | -0.8% | -0.8% | -1.5% |
| 30D | +15.7% | -1.1% | +16.9% | +15.9% |
| 3M | +16.5% | -1.8% | +18.3% | +14.7% |
| 6M | +35.1% | -23.9% | +59.0% | +44.9% |
| YTD | +82.2% | -20.4% | +102.6% | +91.4% |
| 1Y | +102.5% | -10.6% | +113.0% | +102.1% |
| 3Y | +10.3% | -27.7% | +38.0% | +16.9% |
| 5Y | +166.1% | -51.1% | +217.2% | +260.9% |
| All | +166.1% | -51.1% | +217.2% | +260.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling