+2,620.0%
MUU vs APH
+160.8%
+2,459.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.9% | +10.7% | +10.2% |
| 7D | +17.4% | +5.0% | +12.4% | +7.7% |
| 30D | +24.0% | -3.9% | +27.8% | +32.1% |
| 3M | -23.9% | +13.0% | -36.9% | -29.9% |
| 6M | +284.4% | +25.2% | +259.3% | +187.8% |
| YTD | +583.7% | +22.9% | +560.8% | +352.7% |
| 1Y | +2,981.5% | +47.8% | +2,933.6% | +1,347.1% |
| All | +2,620.0% | +160.8% | +2,459.2% | +287.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling