-42.7%
ACHR vs MUB
+3.2%
-46.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -1.0% |
| 7D | -0.7% | -0.9% | +0.2% | +2.0% |
| 30D | +9.8% | -1.4% | +11.2% | +15.0% |
| 3M | -10.5% | -2.2% | -8.3% | -3.8% |
| 6M | -15.5% | -1.9% | -13.7% | -9.7% |
| YTD | -24.1% | -0.8% | -23.3% | -21.3% |
| 1Y | -32.4% | +2.7% | -35.2% | -36.6% |
| 3Y | -11.6% | +8.6% | -20.2% | -29.2% |
| 5Y | -42.9% | +2.0% | -44.9% | -53.5% |
| All | -42.7% | +3.2% | -46.0% | -56.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling