-18.4%
APTV vs WU
-39.1%
+20.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.6% |
| 7D | -5.0% | -3.5% | -1.5% | -3.4% |
| 30D | -6.1% | -2.9% | -3.1% | -4.9% |
| 3M | -33.0% | -2.3% | -30.7% | -34.7% |
| 6M | -35.2% | -25.4% | -9.9% | -27.2% |
| YTD | -40.1% | -21.2% | -18.9% | -35.0% |
| 1Y | -45.6% | -8.9% | -36.7% | -46.1% |
| 3Y | -54.4% | -29.0% | -25.4% | -49.0% |
| 5Y | -68.9% | -50.7% | -18.2% | -57.7% |
| All | -18.4% | -39.1% | +20.7% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling