+951.3%
APH vs MDT
+62.0%
+889.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.0% | +7.2% | +7.8% |
| 7D | +1.1% | +3.5% | -2.4% | -0.6% |
| 30D | -7.5% | +16.2% | -23.7% | -13.6% |
| 3M | -4.4% | +18.9% | -23.3% | -12.1% |
| 6M | +26.5% | +37.3% | -10.9% | +7.6% |
| YTD | +20.0% | +9.7% | +10.3% | +13.2% |
| 1Y | +16.9% | +15.2% | +1.7% | +7.4% |
| 3Y | +288.5% | +61.8% | +226.7% | +190.0% |
| 5Y | +310.3% | -1.4% | +311.7% | +298.1% |
| 10Y | +951.3% | +61.6% | +889.7% | +698.5% |
| All | +951.3% | +62.0% | +889.3% | +698.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling