-21.1%
ACHR vs MUB
+8.2%
-29.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.1% | -3.8% |
| 7D | -2.7% | -0.7% | -1.9% | 0.0% |
| 30D | -12.1% | -2.0% | -10.2% | -5.3% |
| 3M | +3.4% | -2.5% | +5.9% | +14.0% |
| 6M | -15.6% | -2.3% | -13.3% | -7.3% |
| YTD | -26.9% | -1.3% | -25.6% | -22.2% |
| 1Y | -34.8% | +1.1% | -35.9% | -35.6% |
| All | -21.1% | +8.2% | -29.3% | -44.3% |
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 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