+822.0%
MU vs APH
+274.6%
+547.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -9.3% | -8.1% | -8.8% |
| 7D | -29.7% | -12.7% | -17.0% | -19.7% |
| 30D | -37.2% | -19.2% | -18.1% | -23.1% |
| 3M | -26.5% | -16.7% | -9.8% | -12.9% |
| 6M | +2.6% | +5.1% | -2.6% | -0.7% |
| YTD | +130.1% | +6.6% | +123.6% | +104.8% |
| 1Y | +176.7% | +3.9% | +172.8% | +153.8% |
| 3Y | +813.1% | +246.0% | +567.1% | +133.8% |
| 5Y | +822.0% | +268.0% | +554.0% | +120.4% |
| All | +822.0% | +274.6% | +547.3% | +120.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling