-67.6%
APTV vs MUB
+2.2%
-69.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.0% | +3.0% |
| 7D | +4.8% | -0.9% | +5.7% | +6.2% |
| 30D | +2.0% | -1.4% | +3.4% | +4.3% |
| 3M | -34.2% | -2.2% | -32.1% | -32.0% |
| 6M | -34.7% | -1.9% | -32.8% | -32.6% |
| YTD | -37.0% | -0.8% | -36.2% | -36.0% |
| 1Y | -40.4% | +2.7% | -43.1% | -42.5% |
| 3Y | -54.1% | +8.6% | -62.7% | -58.6% |
| All | -67.6% | +2.2% | -69.8% | -76.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling