+6,169.9%
MU vs APTV
-21.3%
+6,191.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.7% | +5.4% | +4.1% |
| 7D | +7.5% | -1.2% | +8.7% | +8.0% |
| 30D | +19.4% | -10.6% | +30.0% | +25.9% |
| 3M | +9.8% | -35.0% | +44.8% | +34.0% |
| 6M | +164.1% | -38.9% | +203.0% | +227.4% |
| YTD | +260.3% | -41.5% | +301.8% | +352.1% |
| 1Y | +661.2% | -45.8% | +707.0% | +897.7% |
| 3Y | +1,380.8% | -55.7% | +1,436.5% | +1,942.2% |
| 5Y | +1,346.4% | -70.1% | +1,416.5% | +2,269.7% |
| 10Y | +6,169.9% | -19.1% | +6,189.0% | +6,562.1% |
| All | +6,169.9% | -21.3% | +6,191.2% | +6,562.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling