-19.9%
ACHR vs ULTA
+31.2%
-51.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.1% | +0.3% | +1.3% |
| 7D | -2.3% | -3.1% | +0.8% | -0.7% |
| 30D | -11.3% | +2.8% | -14.1% | -12.9% |
| 3M | +5.3% | +14.8% | -9.5% | -3.0% |
| 6M | -13.2% | -16.2% | +3.0% | -5.8% |
| YTD | -25.8% | -9.6% | -16.2% | -22.8% |
| 1Y | -34.3% | +4.8% | -39.0% | -37.9% |
| 3Y | -19.9% | +30.7% | -50.6% | -51.0% |
| All | -19.9% | +31.2% | -51.2% | -51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling