+267.0%
APH vs WEC
+54.4%
+212.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.2% | -9.5% | -9.3% |
| 7D | -12.7% | +3.2% | -15.9% | -13.1% |
| 30D | -19.2% | +14.7% | -33.8% | -20.7% |
| 3M | -16.7% | +10.2% | -26.9% | -17.8% |
| 6M | +5.1% | +4.5% | +0.7% | +4.3% |
| YTD | +6.6% | +15.1% | -8.5% | +3.8% |
| 1Y | +3.9% | +9.4% | -5.5% | +2.2% |
| 3Y | +246.0% | +56.9% | +189.1% | +206.4% |
| All | +267.0% | +54.4% | +212.6% | +218.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling