+121.3%
WMB vs APTV
-48.7%
+170.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +7.8% | -1.7% | +9.6% | +7.9% |
| 30D | -5.1% | -11.6% | +6.5% | -4.8% |
| 3M | -4.7% | -21.2% | +16.5% | -4.0% |
| 6M | -7.4% | -28.5% | +21.1% | -6.8% |
| YTD | +17.5% | -49.1% | +66.5% | +21.4% |
| 1Y | +19.5% | -52.2% | +71.7% | +24.2% |
| 3Y | +121.3% | -48.6% | +169.9% | +118.9% |
| All | +121.3% | -48.7% | +170.0% | +118.9% |
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