-41.5%
ACHR vs URI
+361.1%
-402.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +1.8% |
| 7D | +4.9% | +2.5% | +2.3% | +3.2% |
| 30D | +4.3% | -12.5% | +16.8% | +13.0% |
| 3M | +1.7% | -6.2% | +7.9% | +4.1% |
| 6M | -6.9% | +25.9% | -32.7% | -24.4% |
| YTD | -22.5% | +26.2% | -48.7% | -38.1% |
| 1Y | -31.5% | +5.5% | -37.0% | -37.5% |
| 3Y | -14.4% | +125.0% | -139.4% | -53.8% |
| 5Y | -41.6% | +210.4% | -252.1% | -74.6% |
| All | -41.5% | +361.1% | -402.7% | -74.4% |
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