+324.8%
WM vs APTV
-26.5%
+351.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.3% |
| 7D | +0.8% | -8.9% | +9.7% | +1.8% |
| 30D | +13.8% | -9.5% | +23.3% | +15.0% |
| 3M | +6.4% | -20.6% | +27.0% | +8.9% |
| 6M | +13.2% | -28.9% | +42.1% | +16.5% |
| YTD | +10.8% | -48.2% | +59.0% | +17.8% |
| 1Y | +20.2% | -51.7% | +71.9% | +28.8% |
| 3Y | +46.5% | -48.1% | +94.6% | +52.3% |
| 5Y | +61.3% | -76.7% | +137.9% | +86.2% |
| 10Y | +324.8% | -25.6% | +350.4% | +302.1% |
| All | +324.8% | -26.5% | +351.3% | +302.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling