+270.9%
APH vs MSFU
+21.3%
+249.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.8% |
| 7D | +4.9% | -2.8% | +7.6% | +5.6% |
| 30D | -5.4% | -5.3% | -0.1% | -4.4% |
| 3M | -5.5% | +7.2% | -12.7% | -7.4% |
| 6M | +25.9% | +51.0% | -25.1% | +11.2% |
| YTD | +16.4% | -1.2% | +17.6% | +14.5% |
| 1Y | +16.5% | -10.3% | +26.8% | +18.7% |
| 3Y | +270.9% | +22.2% | +248.6% | +235.9% |
| All | +270.9% | +21.3% | +249.5% | +235.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling