+276.0%
APH vs MDT
+55.1%
+220.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.4% | -3.2% | +3.6% | +0.2% |
| 30D | -8.0% | +10.5% | -18.5% | -7.7% |
| 3M | -5.0% | +13.0% | -18.0% | -4.7% |
| 6M | +29.9% | +38.7% | -8.8% | +27.7% |
| YTD | +18.0% | +8.5% | +9.5% | +19.2% |
| 1Y | +11.3% | +10.0% | +1.3% | +12.4% |
| All | +276.0% | +55.1% | +220.9% | +262.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling