+3,175.7%
PWR vs APTV
+194.6%
+2,981.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.4% | -0.4% |
| 7D | +3.6% | +4.8% | -1.2% | +1.8% |
| 30D | -8.6% | +2.0% | -10.6% | -9.4% |
| 3M | -13.2% | -34.2% | +21.1% | 0.0% |
| 6M | +9.9% | -34.7% | +44.6% | +25.2% |
| YTD | +48.0% | -37.0% | +85.0% | +69.3% |
| 1Y | +66.2% | -40.4% | +106.6% | +93.8% |
| 3Y | +195.1% | -54.1% | +249.2% | +263.7% |
| 5Y | +442.6% | -68.0% | +510.6% | +641.8% |
| 10Y | +2,334.2% | -15.5% | +2,349.8% | +1,950.0% |
| All | +3,175.7% | +194.6% | +2,981.1% | +1,499.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling