+1,182.4%
URI vs APTV
-25.9%
+1,208.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.6% |
| 7D | -6.0% | -4.3% | -1.7% | -3.9% |
| 30D | +4.6% | -9.7% | +14.3% | +10.1% |
| 3M | -2.7% | -20.6% | +17.9% | +9.3% |
| 6M | +18.4% | -31.7% | +50.1% | +39.5% |
| YTD | +37.4% | -48.0% | +85.3% | +85.8% |
| 1Y | +30.4% | -52.1% | +82.4% | +84.6% |
| 3Y | +147.9% | -47.9% | +195.8% | +215.9% |
| 5Y | +202.1% | -76.9% | +279.0% | +502.0% |
| 10Y | +1,182.4% | -26.7% | +1,209.2% | +1,284.8% |
| All | +1,182.4% | -25.9% | +1,208.4% | +1,284.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling