+52.1%
TEL vs APTV
-69.7%
+121.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -1.0% |
| 7D | -2.3% | -1.8% | -0.5% | -1.7% |
| 30D | -6.1% | -7.9% | +1.9% | -3.1% |
| 3M | +1.7% | -29.9% | +31.6% | +15.4% |
| 6M | +1.6% | -36.6% | +38.2% | +18.6% |
| YTD | -9.1% | -40.0% | +30.9% | +7.9% |
| 1Y | -1.7% | -44.0% | +42.4% | +20.0% |
| 3Y | +67.3% | -54.5% | +121.9% | +114.9% |
| 5Y | +52.1% | -68.8% | +120.9% | +124.3% |
| All | +52.1% | -69.7% | +121.8% | +124.3% |
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