+1,272.2%
MUU vs APH
+146.9%
+1,125.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.7% | -3.5% | -2.3% |
| 7D | +24.7% | +4.9% | +19.8% | +14.9% |
| 30D | -35.1% | -5.4% | -29.8% | -23.8% |
| 3M | -44.3% | -5.5% | -38.8% | -34.3% |
| 6M | -44.4% | +25.9% | -70.3% | -52.1% |
| YTD | +244.9% | +16.4% | +228.6% | +168.7% |
| 1Y | +365.6% | +16.5% | +349.1% | +273.5% |
| All | +1,272.2% | +146.9% | +1,125.4% | +129.8% |
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 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