-44.0%
ACHR vs UUUU
+259.7%
-303.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.0% | +7.4% | +3.9% |
| 7D | -2.3% | -10.5% | +8.2% | +1.0% |
| 30D | -11.3% | -10.5% | -0.8% | -8.6% |
| 3M | +5.3% | -14.1% | +19.4% | +10.3% |
| 6M | -13.2% | -35.5% | +22.3% | -2.0% |
| YTD | -25.8% | -10.9% | -14.9% | -24.9% |
| 1Y | -34.3% | +3.4% | -37.6% | -37.6% |
| 3Y | -19.9% | +73.1% | -93.1% | -39.4% |
| 5Y | -42.7% | +87.1% | -129.8% | -58.5% |
| All | -44.0% | +259.7% | -303.8% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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