+930.0%
APH vs MUB
+21.8%
+908.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.4% |
| 7D | +4.9% | -1.3% | +6.1% | +6.1% |
| 30D | -5.4% | +2.2% | -7.6% | -7.5% |
| 3M | -5.5% | -1.6% | -3.8% | -4.0% |
| 6M | +25.9% | -1.3% | +27.2% | +27.5% |
| YTD | +16.4% | -0.7% | +17.0% | +17.3% |
| 1Y | +16.5% | -0.2% | +16.7% | +16.9% |
| 3Y | +270.9% | +9.6% | +261.2% | +237.1% |
| 5Y | +289.5% | +2.6% | +286.9% | +278.1% |
| All | +930.0% | +21.8% | +908.2% | +945.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling