+355.9%
APH vs MUB
+2.2%
+353.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.6% |
| 3M | +13.0% | -2.2% | +15.1% | +15.3% |
| 6M | +25.2% | -1.9% | +27.0% | +27.3% |
| YTD | +22.9% | -0.8% | +23.7% | +24.3% |
| 1Y | +47.8% | +2.7% | +45.1% | +46.0% |
| 3Y | +283.0% | +8.6% | +274.4% | +253.2% |
| All | +355.9% | +2.2% | +353.7% | +311.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling