+63,366.6%
MU vs APH
+61,451.9%
+1,914.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -47.8% | +53.8% | +32.8% |
| 7D | +8.7% | -48.7% | +57.4% | +37.5% |
| 30D | +13.8% | -51.9% | +65.8% | +49.7% |
| 3M | +2.1% | -43.6% | +45.6% | +24.2% |
| 6M | +153.8% | -37.5% | +191.3% | +186.7% |
| YTD | +256.4% | -38.6% | +295.0% | +299.4% |
| 1Y | +719.8% | -26.3% | +746.1% | +730.0% |
| 3Y | +1,360.4% | +89.2% | +1,271.2% | +778.0% |
| 5Y | +1,312.4% | +119.8% | +1,192.6% | +694.0% |
| 10Y | +6,142.6% | +454.3% | +5,688.3% | +2,152.4% |
| All | +63,366.6% | +61,451.9% | +1,914.7% | +5,657.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling