-69.1%
APTV vs WEC
+34.9%
-104.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.1% | -5.7% | -4.9% |
| 7D | +2.0% | +0.8% | +1.2% | +1.7% |
| 30D | -7.7% | +0.3% | -8.0% | -7.9% |
| 3M | -34.0% | -2.9% | -31.1% | -33.7% |
| 6M | -37.1% | -5.9% | -31.2% | -36.3% |
| YTD | -39.9% | +4.1% | -44.0% | -41.0% |
| 1Y | -44.4% | +3.1% | -47.6% | -45.3% |
| 3Y | -54.5% | +40.8% | -95.3% | -60.4% |
| 5Y | -69.1% | +31.7% | -100.8% | -73.4% |
| All | -69.1% | +34.9% | -104.0% | -73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling