+300.3%
APH vs MSFU
+97.0%
+203.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -7.4% | -1.9% | -7.6% |
| 7D | -12.7% | +1.0% | -13.8% | -13.2% |
| 30D | -19.2% | +0.6% | -19.8% | -19.5% |
| 3M | -16.7% | +16.4% | -33.1% | -20.2% |
| 6M | +5.1% | +53.0% | -47.9% | -7.8% |
| YTD | +6.6% | +3.5% | +3.1% | +2.4% |
| 1Y | +3.9% | -7.8% | +11.7% | +3.7% |
| 3Y | +246.0% | +35.6% | +210.5% | +194.7% |
| All | +300.3% | +97.0% | +203.3% | +193.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling