-44.8%
ACHR vs UUUU
+304.2%
-349.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.2% | -5.5% |
| 7D | -2.7% | +1.8% | -4.5% | -3.2% |
| 30D | -12.1% | +1.8% | -14.0% | -12.8% |
| 3M | +3.4% | +1.3% | +2.1% | +3.1% |
| 6M | -15.6% | -26.8% | +11.1% | -8.3% |
| YTD | -26.9% | +0.1% | -26.9% | -28.5% |
| 1Y | -34.8% | +11.2% | -46.0% | -39.5% |
| 3Y | -19.2% | +97.7% | -116.9% | -41.3% |
| 5Y | -43.8% | +127.3% | -171.1% | -60.8% |
| All | -44.8% | +304.2% | -349.0% | -63.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling