+955.2%
APH vs ED
+136.7%
+818.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.1% |
| 7D | -5.0% | +2.1% | -7.2% | -5.4% |
| 30D | -8.4% | +12.4% | -20.8% | -10.3% |
| 3M | -4.5% | +13.1% | -17.6% | -6.7% |
| 6M | +25.3% | +14.1% | +11.2% | +21.8% |
| YTD | +18.9% | +23.1% | -4.1% | +13.5% |
| 1Y | +11.9% | +25.4% | -13.5% | +6.2% |
| 3Y | +278.0% | +47.9% | +230.1% | +232.9% |
| 5Y | +306.4% | +81.9% | +224.6% | +231.8% |
| 10Y | +955.2% | +141.3% | +813.9% | +727.1% |
| All | +955.2% | +136.7% | +818.5% | +727.1% |
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