+2,171.2%
APH vs WU
-19.6%
+2,190.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.3% | -48.1% | -47.9% |
| 7D | -48.7% | -0.4% | -48.3% | -48.7% |
| 30D | -51.9% | -1.1% | -50.8% | -51.9% |
| 3M | -43.6% | -3.9% | -39.7% | -43.9% |
| 6M | -37.5% | -20.7% | -16.9% | -32.9% |
| YTD | -38.6% | -18.4% | -20.3% | -35.4% |
| 1Y | -26.3% | -8.1% | -18.3% | -27.5% |
| 3Y | +89.2% | -24.2% | +113.4% | +95.5% |
| 5Y | +119.8% | -50.4% | +170.3% | +169.4% |
| 10Y | +454.3% | -40.0% | +494.3% | +492.8% |
| All | +2,171.2% | -19.6% | +2,190.8% | +1,715.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 all: compounded portfolio wealth divided by compounded WU 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…
all analysis · Full analysis span regression · 6 months rolling