+545.8%
WMB vs APTV
+194.6%
+351.2%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -2.9% | -0.9% |
| 7D | +0.6% | +4.8% | -4.2% | -1.1% |
| 30D | +3.3% | +2.0% | +1.3% | +2.1% |
| 3M | +3.1% | -34.2% | +37.4% | +17.3% |
| 6M | -0.7% | -34.7% | +34.0% | +11.4% |
| YTD | +25.2% | -37.0% | +62.1% | +41.1% |
| 1Y | +32.9% | -40.4% | +73.3% | +52.2% |
| 3Y | +140.6% | -54.1% | +194.7% | +188.5% |
| 5Y | +273.5% | -68.0% | +341.5% | +390.7% |
| 10Y | +334.2% | -15.5% | +349.7% | +199.4% |
| All | +545.8% | +194.6% | +351.2% | +179.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling