-77.5%
APTV vs WU
-43.8%
-33.7%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.5% | -0.7% |
| 7D | -1.7% | -2.0% | +0.3% | -1.0% |
| 30D | -11.6% | +11.4% | -23.0% | -15.5% |
| 3M | -21.2% | -6.8% | -14.4% | -19.5% |
| 6M | -28.5% | -14.6% | -13.9% | -25.6% |
| YTD | -49.1% | -20.6% | -28.4% | -45.3% |
| 1Y | -52.2% | -15.4% | -36.8% | -50.3% |
| 3Y | -48.6% | -23.6% | -25.0% | -45.1% |
| All | -77.5% | -43.8% | -33.7% | -71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling