+185.0%
APD vs WU
-35.7%
+220.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | 0.0% |
| 7D | -0.2% | +11.0% | -11.3% | -3.9% |
| 30D | +11.0% | +13.4% | -2.4% | +6.1% |
| 3M | +2.0% | +2.2% | -0.2% | +0.7% |
| 6M | +7.1% | -18.2% | +25.3% | +12.8% |
| YTD | +29.8% | -18.3% | +48.1% | +35.9% |
| 1Y | +24.0% | -12.2% | +36.2% | +26.2% |
| 3Y | +27.2% | -20.8% | +48.0% | +32.0% |
| 5Y | +12.8% | -42.6% | +55.3% | +29.6% |
| 10Y | +185.0% | -35.5% | +220.5% | +208.5% |
| All | +185.0% | -35.7% | +220.7% | +208.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling