+29.0%
APH vs MDLN
-2.7%
+31.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.2% |
| 7D | +1.6% | -6.2% | +7.8% | +2.6% |
| 30D | -3.0% | +0.7% | -3.7% | -3.2% |
| 3M | +5.7% | -5.4% | +11.2% | +4.2% |
| 6M | +20.0% | -21.6% | +41.5% | +23.7% |
| YTD | +20.8% | -18.9% | +39.7% | +27.3% |
| All | +29.0% | -2.7% | +31.8% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 1y: compounded portfolio wealth divided by compounded MDLN 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…
1y analysis · Full analysis span regression · 6 months rolling