-69.2%
APTV vs UUUU
+88.5%
-157.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -6.3% | +9.0% | +3.6% |
| 7D | -1.8% | -5.0% | +3.2% | -1.1% |
| 30D | -7.9% | -7.8% | -0.1% | -7.0% |
| 3M | -29.9% | -0.4% | -29.5% | -30.4% |
| 6M | -36.6% | -32.9% | -3.7% | -33.9% |
| YTD | -40.0% | -6.3% | -33.7% | -41.9% |
| 1Y | -44.0% | +7.9% | -51.9% | -48.9% |
| 3Y | -54.5% | +85.2% | -139.7% | -65.4% |
| All | -69.2% | +88.5% | -157.7% | -78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling