+290.1%
APH vs UUUU
+99.2%
+190.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.3% | -1.4% |
| 7D | +0.2% | +2.8% | -2.6% | -0.2% |
| 30D | -3.3% | +3.4% | -6.7% | -4.0% |
| 3M | +14.0% | -3.9% | +17.9% | +13.9% |
| 6M | +24.4% | -23.2% | +47.6% | +27.0% |
| YTD | +21.4% | +0.6% | +20.9% | +17.2% |
| 1Y | +48.9% | +22.9% | +26.1% | +35.8% |
| 3Y | +290.1% | +98.6% | +191.5% | +201.9% |
| All | +290.1% | +99.2% | +190.9% | +201.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling