+1,055.9%
APH vs MDT
+40.7%
+1,015.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +0.4% |
| 7D | +5.0% | +3.2% | +1.7% | +3.5% |
| 30D | -3.9% | +9.5% | -13.4% | -7.8% |
| 3M | +13.0% | +16.0% | -3.0% | +4.7% |
| 6M | +25.2% | +0.2% | +24.9% | +24.0% |
| YTD | +22.9% | -0.3% | +23.2% | +21.6% |
| 1Y | +47.8% | +4.7% | +43.1% | +42.3% |
| 3Y | +283.0% | +26.5% | +256.5% | +225.4% |
| 5Y | +349.7% | -18.2% | +367.8% | +382.2% |
| All | +1,055.9% | +40.7% | +1,015.2% | +843.3% |
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 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