+352.8%
APH vs UUUU
+118.2%
+234.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +14.0% |
| 6M | +24.4% | -23.2% | +47.6% | +27.2% |
| YTD | +21.4% | +0.6% | +20.9% | +17.2% |
| 1Y | +48.9% | +22.9% | +26.1% | +36.2% |
| 3Y | +290.1% | +98.6% | +191.5% | +211.5% |
| 5Y | +352.8% | +130.2% | +222.6% | +245.8% |
| All | +352.8% | +118.2% | +234.6% | +245.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling