+61,451.9%
APH vs MDT
+3,241.7%
+58,210.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.9% | -51.7% | -49.0% |
| 7D | -48.7% | +4.7% | -53.4% | -50.0% |
| 30D | -51.9% | +9.5% | -61.5% | -53.8% |
| 3M | -43.6% | +16.0% | -59.5% | -47.1% |
| 6M | -37.5% | +0.2% | -37.7% | -38.8% |
| YTD | -38.6% | -0.3% | -38.4% | -39.9% |
| 1Y | -26.3% | +4.7% | -31.1% | -29.1% |
| 3Y | +89.2% | +26.5% | +62.7% | +69.1% |
| 5Y | +119.8% | -18.2% | +138.0% | +124.1% |
| 10Y | +454.3% | +40.0% | +414.2% | +377.6% |
| All | +61,451.9% | +3,241.7% | +58,210.2% | +30,602.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling