+451.9%
PWR vs APTV
-69.9%
+521.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.8% | -1.1% |
| 7D | +2.7% | -1.2% | +3.8% | +2.9% |
| 30D | -5.1% | -10.6% | +5.5% | -2.1% |
| 3M | -9.4% | -35.0% | +25.6% | +2.1% |
| 6M | +10.4% | -38.9% | +49.3% | +25.5% |
| YTD | +48.6% | -41.5% | +90.1% | +69.9% |
| 1Y | +68.0% | -45.8% | +113.8% | +96.8% |
| 3Y | +204.7% | -55.7% | +260.4% | +270.7% |
| 5Y | +451.9% | -70.1% | +522.0% | +678.0% |
| All | +451.9% | -69.9% | +521.8% | +678.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling