+1,362.4%
MU vs APH
+89.1%
+1,273.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -47.8% | +53.8% | +29.6% |
| 7D | +8.7% | -48.7% | +57.4% | +34.8% |
| 30D | +13.8% | -51.9% | +65.8% | +49.3% |
| 3M | +2.1% | -43.6% | +45.6% | +19.6% |
| 6M | +153.8% | -37.5% | +191.3% | +166.7% |
| YTD | +256.4% | -38.6% | +295.0% | +257.0% |
| 1Y | +719.8% | -26.3% | +746.1% | +581.6% |
| All | +1,362.4% | +89.1% | +1,273.3% | +391.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling