+300.6%
APH vs WEC
+53.2%
+247.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | +0.4% | -0.5% | +0.9% | +0.4% |
| 30D | -8.0% | +12.0% | -20.0% | -9.5% |
| 3M | -5.0% | +11.1% | -16.1% | -6.5% |
| 6M | +29.9% | +6.0% | +23.9% | +28.5% |
| YTD | +18.0% | +14.3% | +3.7% | +15.0% |
| 1Y | +11.3% | +8.0% | +3.3% | +9.7% |
| 3Y | +274.9% | +62.8% | +212.1% | +225.9% |
| 5Y | +300.6% | +55.3% | +245.3% | +245.1% |
| All | +300.6% | +53.2% | +247.4% | +245.1% |
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