+355.9%
APH vs WEC
+31.0%
+325.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.0% |
| 7D | +5.0% | -0.3% | +5.2% | +5.0% |
| 30D | -3.9% | -1.3% | -2.6% | -3.7% |
| 3M | +13.0% | -3.9% | +16.9% | +13.3% |
| 6M | +25.2% | -8.3% | +33.5% | +26.6% |
| YTD | +22.9% | +3.1% | +19.9% | +21.7% |
| 1Y | +47.8% | +1.9% | +45.9% | +46.4% |
| 3Y | +283.0% | +41.9% | +241.1% | +244.2% |
| All | +355.9% | +31.0% | +325.0% | +307.5% |
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