-43.1%
ACHR vs UUUU
+88.5%
-131.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | +1.5% |
| 7D | -5.4% | -5.0% | -0.4% | -3.6% |
| 30D | -19.7% | -7.8% | -12.0% | -17.6% |
| 3M | +7.9% | -0.4% | +8.4% | +8.1% |
| 6M | -13.8% | -32.9% | +19.1% | -1.9% |
| YTD | -27.5% | -6.3% | -21.3% | -28.5% |
| 1Y | -33.9% | +7.9% | -41.9% | -40.1% |
| 3Y | -20.0% | +85.2% | -105.2% | -46.9% |
| All | -43.1% | +88.5% | -131.6% | -65.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling