-21.1%
ACHR vs MSFU
+24.2%
-45.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.9% | -4.8% | -5.3% |
| 7D | -2.7% | -2.3% | -0.3% | -1.8% |
| 30D | -12.1% | -6.3% | -5.9% | -9.9% |
| 3M | +3.4% | +40.0% | -36.6% | -11.9% |
| 6M | -15.6% | +30.1% | -45.7% | -27.0% |
| YTD | -26.9% | -10.3% | -16.5% | -26.8% |
| 1Y | -34.8% | -19.0% | -15.7% | -31.1% |
| All | -21.1% | +24.2% | -45.3% | -33.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling