+28.2%
APH vs MDLN
+16.3%
+11.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.7% | +5.5% | +8.0% |
| 7D | +1.1% | +21.1% | -20.0% | -0.6% |
| 30D | -7.5% | +12.3% | -19.8% | -7.9% |
| 3M | -4.4% | +15.6% | -20.0% | -5.6% |
| 6M | +26.5% | +3.0% | +23.5% | +25.5% |
| YTD | +20.0% | -3.1% | +23.1% | +24.5% |
| All | +28.2% | +16.3% | +11.9% | +32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling