+15.1%
ACHR vs MSFU
+88.0%
-72.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.4% | -7.3% | -7.1% |
| 7D | -9.2% | -2.8% | -6.5% | -8.3% |
| 30D | -1.0% | -5.3% | +4.3% | +0.5% |
| 3M | -42.2% | +7.2% | -49.4% | -44.7% |
| 6M | -38.2% | +51.0% | -89.2% | -50.7% |
| YTD | -46.4% | -1.2% | -45.2% | -49.4% |
| 1Y | -49.4% | -10.3% | -39.0% | -50.0% |
| 3Y | -22.5% | +22.2% | -44.7% | -37.8% |
| All | +15.1% | +88.0% | -72.9% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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