-56.9%
ACHR vs UMC
+112.5%
-169.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.8% | +0.3% |
| 7D | -5.1% | -14.7% | +9.6% | -1.4% |
| 30D | -12.7% | -32.9% | +20.1% | -4.0% |
| 3M | -22.4% | -22.2% | -0.3% | -17.9% |
| 6M | -28.6% | +25.9% | -54.5% | -33.2% |
| YTD | -45.2% | +107.9% | -153.1% | -55.0% |
| 1Y | -56.9% | +115.0% | -171.9% | -66.0% |
| All | -56.9% | +112.5% | -169.4% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 UMC 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