-26.3%
APH vs USB
+35.1%
-61.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.9% | -50.7% | -48.1% |
| 7D | -48.7% | +1.6% | -50.3% | -48.7% |
| 30D | -51.9% | -1.3% | -50.6% | -51.5% |
| 3M | -43.6% | +15.2% | -58.8% | -47.0% |
| 6M | -37.5% | +18.8% | -56.4% | -42.5% |
| YTD | -38.6% | +21.0% | -59.7% | -44.0% |
| 1Y | -26.3% | +34.0% | -60.3% | -34.6% |
| All | -26.3% | +35.1% | -61.5% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 1y: compounded portfolio wealth divided by compounded USB 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…
1y analysis · Full analysis span regression · 6 months rolling