-44.0%
ACHR vs MDY
+72.8%
-116.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +1.0% |
| 7D | -2.3% | -1.9% | -0.4% | +1.0% |
| 30D | -11.3% | -4.6% | -6.6% | -3.5% |
| 3M | +5.3% | -1.2% | +6.5% | +8.0% |
| 6M | -13.2% | +9.2% | -22.4% | -24.4% |
| YTD | -25.8% | +13.1% | -38.9% | -38.4% |
| 1Y | -34.3% | +13.0% | -47.3% | -44.8% |
| 3Y | -19.9% | +49.2% | -69.2% | -52.2% |
| 5Y | -42.7% | +47.2% | -89.9% | -63.8% |
| All | -44.0% | +72.8% | -116.8% | -67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling