+906.2%
MU vs APTV
-46.2%
+952.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.2% | +5.1% | +5.8% |
| 7D | -12.0% | -9.8% | -2.3% | -8.3% |
| 30D | -28.7% | -8.9% | -19.9% | -26.0% |
| 3M | -16.4% | -19.5% | +3.0% | -9.0% |
| 6M | -1.8% | -31.1% | +29.3% | +14.3% |
| YTD | +157.1% | -47.5% | +204.6% | +229.6% |
| 1Y | +208.5% | -52.3% | +260.8% | +315.7% |
| 3Y | +906.2% | -45.2% | +951.3% | +1,066.1% |
| All | +906.2% | -46.2% | +952.3% | +1,066.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling