+3,479.7%
APH vs MUB
+77.6%
+3,402.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.4% | -9.8% | -9.5% |
| 7D | -12.7% | +0.9% | -13.6% | -13.1% |
| 30D | -19.2% | +3.8% | -22.9% | -20.4% |
| 3M | -16.7% | -0.7% | -16.0% | -16.5% |
| 6M | +5.1% | -0.8% | +5.9% | +5.5% |
| YTD | +6.6% | 0.0% | +6.6% | +6.7% |
| 1Y | +3.9% | +0.6% | +3.3% | +3.8% |
| 3Y | +246.0% | +11.4% | +234.7% | +232.2% |
| 5Y | +268.0% | +3.1% | +264.9% | +261.7% |
| 10Y | +868.2% | +20.2% | +848.0% | +840.2% |
| All | +3,479.7% | +77.6% | +3,402.1% | +3,188.9% |
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