-44.0%
ACHR vs MUB
+2.4%
-46.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +1.9% | +1.0% |
| 7D | -2.3% | -0.8% | -1.5% | +0.4% |
| 30D | -11.3% | -2.4% | -8.9% | -4.2% |
| 3M | +5.3% | -2.8% | +8.1% | +15.6% |
| 6M | -13.2% | -2.2% | -11.0% | -6.0% |
| YTD | -25.8% | -1.6% | -24.2% | -21.0% |
| 1Y | -34.3% | 0.0% | -34.3% | -33.2% |
| 3Y | -19.9% | +7.9% | -27.8% | -34.4% |
| 5Y | -42.7% | +1.2% | -43.9% | -52.1% |
| All | -44.0% | +2.4% | -46.4% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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