+1,371.2%
MU vs APTV
-52.5%
+1,423.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.1% | +3.0% | +4.9% |
| 7D | +9.0% | +4.8% | +4.2% | +7.0% |
| 30D | +13.8% | +2.0% | +11.8% | +12.7% |
| 3M | +2.1% | -34.2% | +36.3% | +20.6% |
| 6M | +153.8% | -34.7% | +188.5% | +197.7% |
| YTD | +256.4% | -37.0% | +293.4% | +320.2% |
| 1Y | +719.8% | -40.4% | +760.2% | +895.2% |
| All | +1,371.2% | -52.5% | +1,423.7% | +1,529.2% |
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