+142.1%
APH vs WETO
-99.9%
+241.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +1.0% | -1.7% |
| 7D | +4.9% | -39.7% | +44.6% | +5.2% |
| 30D | -5.4% | -26.7% | +21.3% | -5.4% |
| 3M | -5.5% | -83.1% | +77.7% | -6.4% |
| 6M | +25.9% | -98.8% | +124.7% | +28.3% |
| YTD | +16.4% | -99.3% | +115.7% | +18.2% |
| 1Y | +16.5% | -99.4% | +115.9% | +18.5% |
| All | +142.1% | -99.9% | +241.9% | +146.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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