-44.0%
APTV vs WU
-11.2%
-32.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.7% | +3.4% | +2.7% |
| 7D | -1.8% | -5.0% | +3.2% | -1.6% |
| 30D | -7.9% | -2.3% | -5.7% | -7.9% |
| 3M | -29.9% | -3.2% | -26.7% | -30.0% |
| 6M | -36.6% | -25.0% | -11.5% | -31.9% |
| YTD | -40.0% | -21.7% | -18.3% | -36.3% |
| 1Y | -44.0% | -9.0% | -35.1% | -42.8% |
| All | -44.0% | -11.2% | -32.8% | -42.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling