+193.5%
APTV vs WU
-9.2%
+202.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.0% | +3.5% |
| 7D | +4.8% | -0.8% | +5.6% | +5.1% |
| 30D | +2.0% | -1.1% | +3.1% | +2.2% |
| 3M | -34.2% | -3.9% | -30.4% | -35.1% |
| 6M | -34.7% | -20.7% | -14.0% | -29.5% |
| YTD | -37.0% | -18.4% | -18.6% | -33.2% |
| 1Y | -40.4% | -8.1% | -32.3% | -40.8% |
| 3Y | -54.1% | -24.2% | -29.9% | -50.8% |
| 5Y | -68.0% | -50.4% | -17.6% | -58.5% |
| 10Y | -15.5% | -40.0% | +24.5% | +0.4% |
| All | +193.5% | -9.2% | +202.6% | +180.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling