-48.5%
APTV vs WEC
+62.7%
-111.3%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -5.0% | -0.7% | -4.3% | -4.9% |
| 30D | -12.3% | +11.0% | -23.3% | -13.7% |
| 3M | -19.9% | +8.6% | -28.6% | -21.0% |
| 6M | -29.4% | +6.2% | -35.5% | -30.2% |
| YTD | -49.0% | +14.3% | -63.3% | -50.4% |
| 1Y | -53.1% | +8.4% | -61.5% | -53.8% |
| All | -48.5% | +62.7% | -111.3% | -58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling