-54.5%
APTV vs WEC
+42.2%
-96.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.1% | -5.7% | -4.8% |
| 7D | +2.0% | +0.8% | +1.2% | +1.8% |
| 30D | -7.7% | +0.3% | -8.0% | -7.8% |
| 3M | -34.0% | -2.9% | -31.1% | -33.8% |
| 6M | -37.1% | -5.9% | -31.2% | -36.5% |
| YTD | -39.9% | +4.1% | -44.0% | -40.8% |
| 1Y | -44.4% | +3.1% | -47.6% | -45.1% |
| 3Y | -54.5% | +40.8% | -95.3% | -60.9% |
| All | -54.5% | +42.2% | -96.7% | -60.9% |
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