+1,062.5%
APH vs UUUU
+524.5%
+538.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | +1.6% | +1.8% | -0.2% | +1.4% |
| 30D | -3.0% | +1.8% | -4.8% | -3.4% |
| 3M | +5.7% | +1.3% | +4.5% | +5.1% |
| 6M | +20.0% | -26.8% | +46.8% | +23.2% |
| YTD | +20.8% | +0.1% | +20.7% | +17.5% |
| 1Y | +40.2% | +11.2% | +29.0% | +32.2% |
| 3Y | +288.1% | +97.7% | +190.4% | +225.3% |
| 5Y | +352.5% | +127.3% | +225.2% | +256.4% |
| 10Y | +1,062.5% | +532.6% | +529.8% | +621.9% |
| All | +1,062.5% | +524.5% | +538.0% | +621.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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