-26.3%
APH vs MSFU
-18.4%
-7.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -3.3% | -44.5% | -47.4% |
| 7D | -48.7% | -2.5% | -46.2% | -48.4% |
| 30D | -51.9% | +4.2% | -56.1% | -51.9% |
| 3M | -43.6% | +27.9% | -71.5% | -44.2% |
| 6M | -37.5% | +37.1% | -74.7% | -39.8% |
| YTD | -38.6% | -7.4% | -31.3% | -38.8% |
| 1Y | -26.3% | -19.6% | -6.7% | -24.1% |
| All | -26.3% | -18.4% | -7.9% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling