+4,064.4%
URI vs APTV
+194.6%
+3,869.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.4% | -0.1% |
| 7D | -2.0% | +4.8% | -6.8% | -4.7% |
| 30D | -12.9% | +2.0% | -14.9% | -14.2% |
| 3M | -6.7% | -34.2% | +27.5% | +16.0% |
| 6M | +19.0% | -34.7% | +53.7% | +45.4% |
| YTD | +25.5% | -37.0% | +62.5% | +55.7% |
| 1Y | +5.5% | -40.4% | +45.9% | +34.8% |
| 3Y | +111.3% | -54.1% | +165.4% | +198.0% |
| 5Y | +198.6% | -68.0% | +266.6% | +403.7% |
| 10Y | +1,179.9% | -15.5% | +1,195.4% | +907.9% |
| All | +4,064.4% | +194.6% | +3,869.8% | +1,085.0% |
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