-40.4%
APTV vs WPM
+53.7%
-94.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.1% | +3.2% |
| 7D | +4.8% | +1.1% | +3.7% | +4.6% |
| 30D | +2.0% | +26.4% | -24.4% | -1.8% |
| 3M | -34.2% | +20.8% | -55.1% | -36.4% |
| 6M | -34.7% | +1.1% | -35.8% | -35.6% |
| YTD | -37.0% | +32.5% | -69.4% | -39.8% |
| 1Y | -40.4% | +51.5% | -91.9% | -43.9% |
| All | -40.4% | +53.7% | -94.1% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling