+172.4%
APTV vs UUUU
-21.4%
+193.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.6% |
| 7D | -1.2% | +1.8% | -3.0% | -1.4% |
| 30D | -10.6% | +1.8% | -12.5% | -11.0% |
| 3M | -35.0% | +1.3% | -36.3% | -35.5% |
| 6M | -38.9% | -26.8% | -12.1% | -37.2% |
| YTD | -41.5% | +0.1% | -41.6% | -43.4% |
| 1Y | -45.8% | +11.2% | -57.1% | -49.5% |
| 3Y | -55.7% | +97.7% | -153.4% | -64.0% |
| 5Y | -70.1% | +127.3% | -197.5% | -77.2% |
| 10Y | -19.1% | +532.6% | -551.7% | -52.2% |
| All | +172.4% | -21.4% | +193.8% | +76.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling