+4,277.4%
MU vs APTV
-25.9%
+4,303.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.7% |
| 7D | -15.2% | -4.3% | -10.9% | -13.2% |
| 30D | -29.5% | -9.7% | -19.9% | -26.0% |
| 3M | -15.8% | -20.6% | +4.8% | -6.1% |
| 6M | -2.9% | -31.7% | +28.8% | +15.3% |
| YTD | +154.2% | -48.0% | +202.2% | +237.4% |
| 1Y | +186.6% | -52.1% | +238.7% | +297.8% |
| 3Y | +871.5% | -47.9% | +919.4% | +1,135.9% |
| 5Y | +911.7% | -76.9% | +988.6% | +1,795.5% |
| 10Y | +4,277.4% | -26.7% | +4,304.1% | +4,686.9% |
| All | +4,277.4% | -25.9% | +4,303.3% | +4,686.9% |
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