+13,824.1%
MA vs APH
+5,519.3%
+8,304.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.5% |
| 7D | -2.7% | +5.0% | -7.7% | -5.2% |
| 30D | +1.5% | -3.9% | +5.4% | +3.0% |
| 3M | +20.4% | +13.0% | +7.5% | +10.6% |
| 6M | +11.1% | +25.2% | -14.0% | -5.0% |
| YTD | +2.0% | +22.9% | -21.0% | -14.8% |
| 1Y | -2.2% | +47.8% | -50.0% | -27.5% |
| 3Y | +41.9% | +283.0% | -241.1% | -43.3% |
| 5Y | +75.4% | +349.7% | -274.3% | -36.6% |
| 10Y | +527.5% | +1,061.2% | -533.7% | +32.1% |
| All | +13,824.1% | +5,519.3% | +8,304.8% | +1,078.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling