+3,058.7%
PWR vs APTV
+138.1%
+2,920.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +11.3% | -1.7% | +13.0% | +12.0% |
| 30D | -8.9% | -11.6% | +2.7% | -5.1% |
| 3M | -10.5% | -21.2% | +10.7% | -3.1% |
| 6M | -22.2% | -28.5% | +6.4% | -14.3% |
| YTD | +42.7% | -49.1% | +91.8% | +75.3% |
| 1Y | +41.1% | -52.2% | +93.3% | +77.2% |
| 3Y | +242.7% | -48.6% | +291.4% | +300.4% |
| 5Y | +418.5% | -77.3% | +495.8% | +704.7% |
| 10Y | +1,855.0% | -26.9% | +1,881.8% | +1,623.8% |
| All | +3,058.7% | +138.1% | +2,920.7% | +1,555.8% |
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