-5.9%
INTU vs ACHR
-60.3%
+54.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.9% | +7.4% | +1.2% |
| 7D | +0.1% | -9.2% | +9.3% | +1.0% |
| 30D | +10.1% | -1.0% | +11.1% | +9.7% |
| 3M | -4.2% | -42.2% | +38.0% | +1.3% |
| 6M | -7.2% | -38.2% | +31.0% | -3.7% |
| YTD | -47.7% | -46.4% | -1.3% | -45.2% |
| 1Y | -46.7% | -49.4% | +2.7% | -43.9% |
| 3Y | -34.1% | -22.5% | -11.6% | -40.7% |
| 5Y | -43.3% | -29.8% | -13.5% | -55.7% |
| All | -5.9% | -60.3% | +54.4% | -20.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling