+306.4%
APH vs MUB
+2.9%
+303.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | -5.0% | +0.6% | -5.7% | -5.5% |
| 30D | -8.4% | +3.4% | -11.8% | -11.1% |
| 3M | -4.5% | -0.7% | -3.8% | -3.8% |
| 6M | +25.3% | -1.0% | +26.2% | +26.7% |
| YTD | +18.9% | 0.0% | +18.9% | +19.5% |
| 1Y | +11.9% | +0.4% | +11.6% | +12.2% |
| 3Y | +278.0% | +10.5% | +267.5% | +241.7% |
| 5Y | +306.4% | +3.1% | +303.3% | +263.3% |
| All | +306.4% | +2.9% | +303.5% | +263.3% |
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 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