+149.0%
WMB vs APTV
-54.7%
+203.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.6% | +6.9% | +2.4% |
| 7D | +0.8% | +2.0% | -1.2% | +0.7% |
| 30D | +7.7% | -7.7% | +15.4% | +8.0% |
| 3M | +6.7% | -34.0% | +40.7% | +8.8% |
| 6M | +3.6% | -37.1% | +40.7% | +6.2% |
| YTD | +28.0% | -39.9% | +67.9% | +31.4% |
| 1Y | +37.6% | -44.4% | +82.1% | +42.2% |
| 3Y | +149.0% | -54.5% | +203.5% | +161.1% |
| All | +149.0% | -54.7% | +203.7% | +161.1% |
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