+63.1%
ACHR vs MSFU
+76.3%
-13.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | +0.9% |
| 7D | -0.7% | -5.7% | +5.0% | +1.8% |
| 30D | +9.8% | +4.2% | +5.6% | +7.8% |
| 3M | -10.5% | +27.9% | -38.4% | -21.1% |
| 6M | -15.5% | +37.1% | -52.7% | -29.4% |
| YTD | -24.1% | -7.4% | -16.7% | -25.4% |
| 1Y | -32.4% | -19.6% | -12.8% | -28.6% |
| 3Y | -11.6% | +33.2% | -44.8% | -32.1% |
| All | +63.1% | +76.3% | -13.2% | +7.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling