+1,030.6%
APH vs MRSH
+219.5%
+811.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.5% |
| 7D | -2.2% | -5.9% | +3.7% | +0.7% |
| 30D | -4.0% | -7.3% | +3.3% | -0.6% |
| 3M | +7.7% | +6.7% | +1.1% | +2.5% |
| 6M | +17.8% | +3.0% | +14.8% | +13.2% |
| YTD | +19.2% | -2.9% | +22.1% | +17.2% |
| 1Y | +35.7% | -9.0% | +44.7% | +37.4% |
| 3Y | +282.9% | -4.3% | +287.2% | +263.5% |
| 5Y | +345.6% | +19.4% | +326.2% | +257.5% |
| All | +1,030.6% | +219.5% | +811.1% | +406.1% |
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