-59.6%
ACHR vs MUB
+3.4%
-62.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.4% | -6.6% | -5.8% |
| 7D | -9.2% | -1.3% | -8.0% | -5.2% |
| 30D | -1.0% | +2.2% | -3.2% | -6.9% |
| 3M | -42.2% | -1.6% | -40.6% | -38.7% |
| 6M | -38.2% | -1.3% | -36.9% | -34.9% |
| YTD | -46.4% | -0.7% | -45.8% | -44.3% |
| 1Y | -49.4% | -0.2% | -49.2% | -48.1% |
| 3Y | -22.5% | +9.6% | -32.1% | -39.1% |
| 5Y | -29.8% | +2.6% | -32.3% | -43.4% |
| All | -59.6% | +3.4% | -62.9% | -69.2% |
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