-40.4%
APTV vs MUB
+2.9%
-43.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.0% | +3.0% |
| 7D | +4.8% | -0.9% | +5.7% | +7.1% |
| 30D | +2.0% | -1.4% | +3.4% | +5.8% |
| 3M | -34.2% | -2.2% | -32.1% | -30.3% |
| 6M | -34.7% | -1.9% | -32.8% | -31.0% |
| YTD | -37.0% | -0.8% | -36.2% | -34.3% |
| 1Y | -40.4% | +2.7% | -43.1% | -40.3% |
| All | -40.4% | +2.9% | -43.3% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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