+16.5%
APH vs TW
+21.1%
-4.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -1.6% |
| 7D | +4.9% | +3.9% | +1.0% | +5.6% |
| 30D | -5.4% | +19.9% | -25.3% | -2.4% |
| 3M | -5.5% | +25.9% | -31.4% | -1.7% |
| 6M | +25.9% | +21.1% | +4.8% | +30.8% |
| YTD | +16.4% | +23.9% | -7.5% | +24.8% |
| 1Y | +16.5% | +21.2% | -4.7% | +23.8% |
| All | +16.5% | +21.1% | -4.6% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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