+262.1%
APH vs MUB
+11.6%
+250.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +4.1% |
| 7D | -5.9% | +0.7% | -6.6% | -6.2% |
| 30D | -14.8% | +4.4% | -19.2% | -17.0% |
| 3M | -12.4% | -0.4% | -12.0% | -11.8% |
| 6M | +8.1% | -0.9% | +8.9% | +9.3% |
| YTD | +10.9% | +0.1% | +10.9% | +12.0% |
| 1Y | +8.8% | +0.5% | +8.3% | +9.8% |
| 3Y | +262.1% | +11.7% | +250.4% | +234.3% |
| All | +262.1% | +11.6% | +250.5% | +234.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling