+1,359.8%
WDC vs APTV
-54.7%
+1,414.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.6% | +6.8% | +3.6% |
| 7D | +6.0% | +2.0% | +4.0% | +5.3% |
| 30D | +9.9% | -7.7% | +17.6% | +12.6% |
| 3M | -9.4% | -34.0% | +24.6% | +3.0% |
| 6M | +94.7% | -37.1% | +131.8% | +123.6% |
| YTD | +177.4% | -39.9% | +217.3% | +222.9% |
| 1Y | +412.6% | -44.4% | +457.0% | +513.2% |
| 3Y | +1,359.8% | -54.5% | +1,414.3% | +1,588.1% |
| All | +1,359.8% | -54.7% | +1,414.5% | +1,588.1% |
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