+1,516.2%
HWM vs APTV
-25.9%
+1,542.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.6% |
| 7D | -1.8% | -4.3% | +2.5% | -0.2% |
| 30D | -2.7% | -9.7% | +7.0% | +0.9% |
| 3M | -22.7% | -20.6% | -2.2% | -15.8% |
| 6M | -18.9% | -31.7% | +12.8% | -8.7% |
| YTD | +7.1% | -48.0% | +55.1% | +32.9% |
| 1Y | +4.7% | -52.1% | +56.7% | +34.2% |
| 3Y | +345.6% | -47.9% | +393.5% | +419.1% |
| 5Y | +588.3% | -76.9% | +665.2% | +1,021.1% |
| 10Y | +1,516.2% | -26.7% | +1,542.9% | +1,475.0% |
| All | +1,516.2% | -25.9% | +1,542.1% | +1,475.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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