-18.4%
APTV vs UUUU
+465.5%
-483.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | +0.4% |
| 7D | -5.0% | -10.5% | +5.5% | -3.5% |
| 30D | -6.1% | -10.5% | +4.4% | -4.7% |
| 3M | -33.0% | -14.1% | -18.9% | -32.0% |
| 6M | -35.2% | -35.5% | +0.2% | -32.0% |
| YTD | -40.1% | -10.9% | -29.2% | -41.5% |
| 1Y | -45.6% | +3.4% | -49.0% | -49.6% |
| 3Y | -54.4% | +73.1% | -127.5% | -63.7% |
| 5Y | -68.9% | +87.1% | -156.0% | -77.0% |
| All | -18.4% | +465.5% | -483.9% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling