-48.6%
APTV vs SUI
+18.2%
-66.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.5% |
| 7D | -1.7% | -1.5% | -0.3% | -1.2% |
| 30D | -11.6% | +3.7% | -15.3% | -12.9% |
| 3M | -21.2% | -0.4% | -20.8% | -21.3% |
| 6M | -28.5% | -2.8% | -25.7% | -28.2% |
| YTD | -49.1% | -1.6% | -47.5% | -49.3% |
| 1Y | -52.2% | -2.1% | -50.1% | -52.3% |
| 3Y | -48.6% | +18.5% | -67.1% | -56.4% |
| All | -48.6% | +18.2% | -66.8% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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