+183.2%
APD vs WU
-35.7%
+218.9%
-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 | +1.3% | +2.2% | -0.9% | 0.0% |
| 6M | +6.4% | -18.2% | +24.6% | +12.1% |
| YTD | +28.9% | -18.3% | +47.2% | +35.0% |
| 1Y | +23.2% | -12.2% | +35.4% | +25.4% |
| 3Y | +26.3% | -20.8% | +47.1% | +31.2% |
| 5Y | +12.0% | -42.6% | +54.6% | +28.8% |
| 10Y | +183.2% | -35.5% | +218.6% | +206.5% |
| All | +183.2% | -35.7% | +218.9% | +206.5% |
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