+5.5%
URI vs APTV
-43.0%
+48.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.2% | +1.6% |
| 7D | +2.5% | +2.0% | +0.6% | +2.0% |
| 30D | -12.5% | -7.7% | -4.8% | -10.9% |
| 3M | -6.2% | -34.0% | +27.8% | +4.9% |
| 6M | +25.9% | -37.1% | +63.0% | +42.8% |
| YTD | +26.2% | -39.9% | +66.1% | +44.2% |
| 1Y | +5.5% | -44.4% | +49.9% | +20.5% |
| All | +5.5% | -43.0% | +48.5% | +20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling