+49,554.8%
MU vs APH
+126,376.5%
-76,821.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -6.2% | -0.8% | -3.3% |
| 7D | -19.1% | -2.4% | -16.7% | -17.9% |
| 30D | -25.2% | -9.5% | -15.8% | -20.6% |
| 3M | -10.9% | -7.6% | -3.3% | -6.7% |
| 6M | +38.0% | +12.4% | +25.6% | +29.3% |
| YTD | +178.8% | +17.5% | +161.3% | +149.4% |
| 1Y | +265.1% | +16.4% | +248.7% | +230.4% |
| 3Y | +1,006.2% | +281.6% | +724.6% | +416.1% |
| 5Y | +1,027.5% | +317.7% | +709.7% | +408.0% |
| 10Y | +4,789.9% | +967.8% | +3,822.1% | +1,302.1% |
| All | +49,554.8% | +126,376.5% | -76,821.8% | +3,366.0% |
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