-22.5%
ACHR vs MUB
+9.9%
-32.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.4% | -6.6% | -5.7% |
| 7D | -9.2% | -1.3% | -8.0% | -4.7% |
| 30D | -1.0% | +2.2% | -3.2% | -7.6% |
| 3M | -42.2% | -1.6% | -40.6% | -38.1% |
| 6M | -38.2% | -1.3% | -36.9% | -34.2% |
| YTD | -46.4% | -0.7% | -45.8% | -43.8% |
| 1Y | -49.4% | -0.2% | -49.2% | -47.6% |
| 3Y | -22.5% | +9.6% | -32.1% | -44.7% |
| All | -22.5% | +9.9% | -32.4% | -44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling