+132,206.3%
APH vs MDT
+3,241.7%
+128,964.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +0.5% |
| 7D | +5.0% | +3.2% | +1.7% | +3.9% |
| 30D | -3.9% | +9.5% | -13.4% | -6.7% |
| 3M | +13.0% | +16.0% | -3.0% | +7.1% |
| 6M | +25.2% | +0.2% | +24.9% | +24.1% |
| YTD | +22.9% | -0.3% | +23.2% | +21.8% |
| 1Y | +47.8% | +4.7% | +43.1% | +43.9% |
| 3Y | +283.0% | +26.5% | +256.5% | +246.1% |
| 5Y | +349.7% | -18.2% | +367.8% | +363.4% |
| 10Y | +1,061.2% | +40.0% | +1,021.2% | +911.6% |
| All | +132,206.3% | +3,241.7% | +128,964.5% | +66,619.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded MDT 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling