-19.4%
HUT vs ACHR
-21.2%
+1.8%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.6% | +0.5% |
| 7D | -10.9% | +14.0% | -25.0% | -15.9% |
| 30D | -32.6% | -5.0% | -27.6% | -30.7% |
| 3M | -33.7% | -24.8% | -9.0% | -25.8% |
| 6M | -42.3% | -27.3% | -15.0% | -35.4% |
| YTD | +23.6% | -37.4% | +60.9% | +50.2% |
| 1Y | +20.4% | -44.3% | +64.6% | +54.4% |
| 3Y | +423.2% | -5.2% | +428.5% | +363.9% |
| 5Y | -19.4% | -20.8% | +1.4% | -49.6% |
| All | -19.4% | -21.2% | +1.8% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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