+266.3%
WMB vs APTV
-25.9%
+292.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.8% |
| 7D | -6.9% | -4.3% | -2.6% | -5.8% |
| 30D | -7.2% | -9.7% | +2.5% | -4.7% |
| 3M | -5.4% | -20.6% | +15.1% | +0.5% |
| 6M | -4.9% | -31.7% | +26.8% | +3.6% |
| YTD | +14.7% | -48.0% | +62.7% | +34.6% |
| 1Y | +14.7% | -52.1% | +66.8% | +38.0% |
| 3Y | +116.4% | -47.9% | +164.3% | +139.4% |
| 5Y | +198.5% | -76.9% | +275.5% | +335.6% |
| 10Y | +266.3% | -26.7% | +293.0% | +210.0% |
| All | +266.3% | -25.9% | +292.2% | +210.0% |
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 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