-44.0%
APTV vs WEC
+0.7%
-44.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.4% | +2.6% |
| 7D | -1.8% | -1.3% | -0.5% | -1.8% |
| 30D | -7.9% | -0.4% | -7.5% | -8.0% |
| 3M | -29.9% | -6.8% | -23.1% | -30.1% |
| 6M | -36.6% | -6.4% | -30.2% | -36.7% |
| YTD | -40.0% | +2.5% | -42.4% | -40.5% |
| 1Y | -44.0% | -0.4% | -43.6% | -43.3% |
| All | -44.0% | +0.7% | -44.7% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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