+282.2%
APH vs MDT
-2.9%
+285.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.9% | +7.0% | +4.6% |
| 7D | -5.9% | +5.4% | -11.4% | -7.0% |
| 30D | -14.8% | +19.1% | -33.9% | -18.0% |
| 3M | -12.4% | +19.5% | -31.9% | -16.0% |
| 6M | +8.1% | +33.5% | -25.4% | -0.1% |
| YTD | +10.9% | +8.7% | +2.3% | +8.7% |
| 1Y | +8.8% | +16.8% | -8.0% | +4.1% |
| 3Y | +262.1% | +53.0% | +209.1% | +204.9% |
| All | +282.2% | -2.9% | +285.1% | +285.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling