+21.6%
MCD vs APH
+350.9%
-329.3%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.6% |
| 7D | -2.8% | +5.0% | -7.8% | -3.2% |
| 30D | -6.0% | -3.9% | -2.1% | -5.8% |
| 3M | -5.6% | +13.0% | -18.6% | -6.9% |
| 6M | -21.9% | +25.2% | -47.0% | -23.8% |
| YTD | -14.7% | +22.9% | -37.6% | -17.2% |
| 1Y | -17.3% | +47.8% | -65.1% | -22.1% |
| 3Y | -2.2% | +283.0% | -285.2% | -28.6% |
| All | +21.6% | +350.9% | -329.3% | -17.3% |
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 2021-09-04 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling