+1,059.7%
APH vs ED
+103.0%
+956.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.1% |
| 7D | +5.0% | -0.2% | +5.1% | +5.0% |
| 30D | -3.9% | -0.1% | -3.7% | -3.9% |
| 3M | +13.0% | +3.9% | +9.0% | +11.8% |
| 6M | +25.2% | -3.0% | +28.2% | +25.4% |
| YTD | +22.9% | +10.7% | +12.3% | +19.7% |
| 1Y | +47.8% | +13.3% | +34.5% | +42.7% |
| 3Y | +283.0% | +34.5% | +248.5% | +242.5% |
| 5Y | +349.7% | +67.1% | +282.5% | +271.5% |
| All | +1,059.7% | +103.0% | +956.8% | +827.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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