+1,827.4%
APH vs MUB
+76.3%
+1,751.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.7% | -47.0% | -47.4% |
| 7D | -48.7% | -1.0% | -47.7% | -48.3% |
| 30D | -51.9% | -1.4% | -50.5% | -51.5% |
| 3M | -43.6% | -2.2% | -41.4% | -42.8% |
| 6M | -37.5% | -1.9% | -35.7% | -36.8% |
| YTD | -38.6% | -0.8% | -37.9% | -38.1% |
| 1Y | -26.3% | +2.7% | -29.1% | -26.7% |
| 3Y | +89.2% | +8.6% | +80.6% | +84.1% |
| 5Y | +119.8% | +2.0% | +117.8% | +117.7% |
| 10Y | +454.3% | +17.9% | +436.3% | +441.5% |
| All | +1,827.4% | +76.3% | +1,751.1% | +1,682.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling