+137.5%
APTV vs WEC
+487.9%
-350.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -13.8% |
| 3M | -19.9% | +8.6% | -28.6% | -21.1% |
| 6M | -29.4% | +6.2% | -35.5% | -30.2% |
| YTD | -49.0% | +14.3% | -63.3% | -50.3% |
| 1Y | -53.1% | +8.4% | -61.5% | -53.9% |
| 3Y | -48.9% | +62.9% | -111.7% | -53.5% |
| 5Y | -77.2% | +55.8% | -133.1% | -79.1% |
| 10Y | -26.8% | +193.2% | -219.9% | -43.1% |
| All | +137.5% | +487.9% | -350.4% | +28.6% |
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