+2,620.0%
MUU vs APH
+29.5%
+2,590.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -47.8% | +59.6% | +53.3% |
| 7D | +17.1% | -48.7% | +65.8% | +65.0% |
| 30D | +24.0% | -51.9% | +75.9% | +95.4% |
| 3M | -23.9% | -43.6% | +19.7% | +3.8% |
| 6M | +284.4% | -37.5% | +322.0% | +327.2% |
| YTD | +583.7% | -38.6% | +622.4% | +572.0% |
| 1Y | +2,981.5% | -26.3% | +3,007.8% | +2,055.8% |
| All | +2,620.0% | +29.5% | +2,590.5% | +481.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling