+149.5%
URI vs APTV
-48.7%
+198.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | +6.7% | -1.7% | +8.5% | +7.4% |
| 30D | +8.9% | -11.6% | +20.5% | +13.5% |
| 3M | +0.5% | -21.2% | +21.7% | +9.0% |
| 6M | +20.7% | -28.5% | +49.2% | +32.2% |
| YTD | +40.0% | -49.1% | +89.1% | +75.5% |
| 1Y | +34.4% | -52.2% | +86.6% | +73.1% |
| 3Y | +149.5% | -48.6% | +198.1% | +192.4% |
| All | +149.5% | -48.7% | +198.2% | +192.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling