+411.1%
PWR vs APTV
-77.5%
+488.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +11.3% | -1.7% | +13.0% | +11.9% |
| 30D | -8.9% | -11.6% | +2.7% | -5.8% |
| 3M | -10.5% | -21.2% | +10.7% | -4.5% |
| 6M | -22.2% | -28.5% | +6.4% | -15.8% |
| YTD | +42.7% | -49.1% | +91.8% | +69.3% |
| 1Y | +41.1% | -52.2% | +93.3% | +70.8% |
| 3Y | +242.7% | -48.6% | +291.4% | +288.8% |
| All | +411.1% | -77.5% | +488.6% | +746.5% |
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