+4,295.7%
APH vs WU
-20.2%
+4,316.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.0% | +6.1% | +4.9% |
| 7D | -5.9% | +11.7% | -17.6% | -10.7% |
| 30D | -14.8% | +12.6% | -27.4% | -19.7% |
| 3M | -12.4% | -0.5% | -11.9% | -13.5% |
| 6M | +8.1% | -18.2% | +26.2% | +13.5% |
| YTD | +10.9% | -19.0% | +29.9% | +15.8% |
| 1Y | +8.8% | -16.7% | +25.5% | +11.6% |
| 3Y | +262.1% | -21.0% | +283.1% | +264.8% |
| 5Y | +283.1% | -41.7% | +324.8% | +329.4% |
| 10Y | +908.1% | -35.0% | +943.1% | +924.6% |
| All | +4,295.7% | -20.2% | +4,316.0% | +3,384.1% |
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