-51.8%
ACHR vs URI
+412.5%
-464.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.9% | +1.5% | +4.1% |
| 7D | +15.3% | -4.0% | +19.4% | +18.4% |
| 30D | -3.0% | +6.8% | -9.8% | -6.8% |
| 3M | -14.0% | -2.8% | -11.1% | -13.0% |
| 6M | -25.8% | +20.9% | -46.6% | -35.9% |
| YTD | -36.0% | +40.2% | -76.3% | -52.3% |
| 1Y | -41.2% | +34.1% | -75.3% | -54.5% |
| 3Y | -8.6% | +164.1% | -172.7% | -55.6% |
| 5Y | -20.6% | +199.3% | -220.0% | -67.6% |
| All | -51.8% | +412.5% | -464.2% | -80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling