+1,055.9%
APH vs MUB
+17.9%
+1,038.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.8% |
| 7D | +5.0% | -0.9% | +5.8% | +5.8% |
| 30D | -3.9% | -1.4% | -2.5% | -2.5% |
| 3M | +13.0% | -2.2% | +15.1% | +15.4% |
| 6M | +25.2% | -1.9% | +27.0% | +27.6% |
| YTD | +22.9% | -0.8% | +23.7% | +24.2% |
| 1Y | +47.8% | +2.7% | +45.1% | +44.7% |
| 3Y | +283.0% | +8.6% | +274.4% | +252.4% |
| 5Y | +349.7% | +2.0% | +347.6% | +339.1% |
| All | +1,055.9% | +17.9% | +1,038.0% | +1,117.9% |
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