+4,252.9%
URI vs APTV
+142.3%
+4,110.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.6% | +3.1% |
| 7D | -9.8% | -10.2% | +0.4% | -4.4% |
| 30D | +1.7% | -10.8% | +12.6% | +8.1% |
| 3M | -9.1% | -14.8% | +5.8% | -1.5% |
| 6M | +9.9% | -30.6% | +40.4% | +29.3% |
| YTD | +31.2% | -48.2% | +79.4% | +80.5% |
| 1Y | +25.9% | -52.0% | +77.9% | +81.1% |
| 3Y | +147.4% | -47.0% | +194.4% | +214.9% |
| 5Y | +179.7% | -77.5% | +257.2% | +481.8% |
| 10Y | +1,419.5% | -27.0% | +1,446.5% | +1,179.6% |
| All | +4,252.9% | +142.3% | +4,110.6% | +1,273.4% |
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 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