+930.0%
APH vs MRSH
+261.5%
+668.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.8% | -2.2% |
| 7D | +4.9% | +1.4% | +3.4% | +4.2% |
| 30D | -5.4% | +16.5% | -21.9% | -12.6% |
| 3M | -5.5% | +10.8% | -16.2% | -10.9% |
| 6M | +25.9% | +32.1% | -6.2% | +6.4% |
| YTD | +16.4% | +14.5% | +1.9% | +4.9% |
| 1Y | +16.5% | +15.5% | +1.0% | +4.2% |
| 3Y | +270.9% | +9.3% | +261.5% | +230.1% |
| 5Y | +289.5% | +35.1% | +254.4% | +194.7% |
| All | +930.0% | +261.5% | +668.5% | +324.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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