+365.6%
MUU vs APH
+11.6%
+354.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.7% | -3.5% | -2.7% |
| 7D | +24.7% | +4.9% | +19.8% | +16.2% |
| 30D | -35.1% | -5.4% | -29.8% | -25.1% |
| 3M | -44.3% | -5.5% | -38.8% | -35.0% |
| 6M | -44.4% | +25.9% | -70.3% | -44.9% |
| YTD | +244.9% | +16.4% | +228.6% | +159.7% |
| 1Y | +365.6% | +16.5% | +349.1% | +254.5% |
| All | +365.6% | +11.6% | +354.0% | +254.5% |
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