+285.6%
APH vs WEC
+42.1%
+243.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +0.8% |
| 7D | +5.0% | -0.3% | +5.2% | +4.9% |
| 30D | -3.9% | -1.3% | -2.6% | -4.0% |
| 3M | +13.0% | -3.9% | +16.9% | +12.3% |
| 6M | +25.2% | -8.3% | +33.5% | +24.1% |
| YTD | +22.9% | +3.1% | +19.9% | +23.3% |
| 1Y | +47.8% | +1.9% | +45.9% | +48.1% |
| All | +285.6% | +42.1% | +243.6% | +292.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 3y: compounded portfolio wealth divided by compounded WEC 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…
3y analysis · Full analysis span regression · 6 months rolling