+1,000.7%
MUU vs APH
+135.4%
+865.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.1% | +5.1% | +2.1% |
| 7D | -42.8% | -5.9% | -36.8% | -32.8% |
| 30D | -63.6% | -14.8% | -48.8% | -48.8% |
| 3M | -48.5% | -12.4% | -36.1% | -31.1% |
| 6M | -36.9% | +8.1% | -45.0% | -34.3% |
| YTD | +176.7% | +10.9% | +165.7% | +133.9% |
| 1Y | +266.3% | +8.8% | +257.5% | +234.2% |
| All | +1,000.7% | +135.4% | +865.3% | +100.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling