-76.9%
APTV vs WING
+8.7%
-85.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | +0.1% |
| 7D | -4.3% | +5.0% | -9.2% | -5.3% |
| 30D | -9.7% | +38.7% | -48.4% | -16.2% |
| 3M | -20.6% | +44.7% | -65.3% | -27.6% |
| 6M | -31.7% | +31.5% | -63.2% | -36.8% |
| YTD | -48.0% | -28.4% | -19.6% | -45.7% |
| 1Y | -52.1% | -28.2% | -23.9% | -50.2% |
| 3Y | -47.9% | -18.4% | -29.5% | -54.2% |
| 5Y | -76.9% | +5.2% | -82.2% | -83.4% |
| All | -76.9% | +8.7% | -85.6% | -83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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