-41.7%
ACHR vs MRSH
+18.2%
-59.9%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.5% |
| 7D | -2.3% | -4.8% | +2.5% | -0.2% |
| 30D | -11.3% | -6.3% | -5.0% | -8.8% |
| 3M | +5.3% | +5.8% | -0.5% | +0.8% |
| 6M | -13.2% | +2.8% | -16.0% | -16.4% |
| YTD | -25.8% | -3.1% | -22.7% | -26.3% |
| 1Y | -34.3% | -11.3% | -23.0% | -30.8% |
| 3Y | -19.9% | -5.0% | -15.0% | -22.9% |
| All | -41.7% | +18.2% | -59.9% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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