+193.5%
APTV vs WEC
+430.2%
-236.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +3.2% |
| 7D | +4.8% | -0.3% | +5.1% | +4.9% |
| 30D | +2.0% | -1.3% | +3.3% | +2.2% |
| 3M | -34.2% | -3.9% | -30.3% | -33.9% |
| 6M | -34.7% | -8.3% | -26.4% | -33.8% |
| YTD | -37.0% | +3.1% | -40.0% | -37.5% |
| 1Y | -40.4% | +1.9% | -42.3% | -40.8% |
| 3Y | -54.1% | +41.9% | -96.0% | -57.3% |
| 5Y | -68.0% | +30.8% | -98.8% | -69.9% |
| 10Y | -15.5% | +141.9% | -157.4% | -31.6% |
| All | +193.5% | +430.2% | -236.7% | +61.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling