+198.5%
WMB vs APTV
-76.9%
+275.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.6% |
| 7D | -6.9% | -4.3% | -2.6% | -6.5% |
| 30D | -7.2% | -9.7% | +2.5% | -6.3% |
| 3M | -5.4% | -20.6% | +15.1% | -3.3% |
| 6M | -4.9% | -31.7% | +26.8% | -1.7% |
| YTD | +14.7% | -48.0% | +62.7% | +22.6% |
| 1Y | +14.7% | -52.1% | +66.8% | +24.1% |
| 3Y | +116.4% | -47.9% | +164.3% | +125.5% |
| 5Y | +198.5% | -76.9% | +275.5% | +242.8% |
| All | +198.5% | -76.9% | +275.4% | +242.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling