+2,577.5%
MUU vs APH
+48.2%
+2,529.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -1.3% |
| 7D | +13.9% | +0.2% | +13.7% | +13.5% |
| 30D | +24.8% | -3.3% | +28.1% | +31.0% |
| 3M | -15.7% | +14.0% | -29.8% | -21.4% |
| 6M | +338.9% | +24.4% | +314.4% | +270.3% |
| YTD | +563.2% | +21.4% | +541.7% | +367.9% |
| 1Y | +2,577.5% | +48.9% | +2,528.6% | +1,531.8% |
| All | +2,577.5% | +48.2% | +2,529.3% | +1,531.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling