+844.5%
APH vs USB
+93.8%
+750.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.1% | -7.2% | -8.4% |
| 7D | -12.7% | -1.5% | -11.3% | -12.2% |
| 30D | -19.2% | +4.3% | -23.5% | -20.8% |
| 3M | -16.7% | -6.1% | -10.6% | -14.6% |
| 6M | +5.1% | +9.4% | -4.3% | +0.4% |
| YTD | +6.6% | +15.2% | -8.6% | -0.7% |
| 1Y | +3.9% | +32.8% | -28.9% | -9.2% |
| 3Y | +246.0% | +91.3% | +154.7% | +152.5% |
| 5Y | +268.0% | +22.7% | +245.3% | +219.7% |
| All | +844.5% | +93.8% | +750.7% | +594.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling