-56.9%
ACHR vs ULTA
+27.7%
-84.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.1% | -4.3% | -1.3% |
| 7D | -5.1% | +6.7% | -11.8% | -6.7% |
| 30D | -12.7% | +21.7% | -34.5% | -17.5% |
| 3M | -22.4% | +21.5% | -43.9% | -26.9% |
| 6M | -28.6% | +27.5% | -56.1% | -33.4% |
| YTD | -45.2% | +9.2% | -54.4% | -45.6% |
| 1Y | -56.9% | +27.9% | -84.8% | -58.2% |
| All | -56.9% | +27.7% | -84.6% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 1y: compounded portfolio wealth divided by compounded ULTA 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…
1y analysis · Full analysis span regression · 6 months rolling