-44.4%
APTV vs IWD
+28.8%
-73.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.8% | -3.3% |
| 7D | +2.0% | -0.2% | +2.1% | +2.3% |
| 30D | -7.7% | -0.8% | -6.9% | -6.5% |
| 3M | -34.0% | +8.0% | -42.0% | -42.2% |
| 6M | -37.1% | +18.2% | -55.3% | -52.5% |
| YTD | -39.9% | +22.3% | -62.2% | -57.3% |
| 1Y | -44.4% | +28.9% | -73.3% | -64.2% |
| All | -44.4% | +28.8% | -73.2% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling