+294.9%
APH vs MRSH
+35.9%
+258.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | +0.4% | -1.4% | +1.7% | +0.6% |
| 30D | -8.0% | +17.5% | -25.5% | -11.5% |
| 3M | -5.0% | +9.1% | -14.1% | -7.0% |
| 6M | +29.9% | +29.9% | 0.0% | +19.3% |
| YTD | +18.0% | +14.3% | +3.7% | +12.6% |
| 1Y | +11.3% | +16.6% | -5.2% | +5.1% |
| 3Y | +274.9% | +9.1% | +265.9% | +249.9% |
| All | +294.9% | +35.9% | +258.9% | +199.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling