+276.0%
APH vs MRSH
+9.3%
+266.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.7% |
| 7D | +0.4% | -1.4% | +1.7% | +0.1% |
| 30D | -8.0% | +17.5% | -25.5% | -4.6% |
| 3M | -5.0% | +9.1% | -14.1% | -2.5% |
| 6M | +29.9% | +29.9% | 0.0% | +36.0% |
| YTD | +18.0% | +14.3% | +3.7% | +22.9% |
| 1Y | +11.3% | +16.6% | -5.2% | +15.8% |
| All | +276.0% | +9.3% | +266.7% | +302.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling