-14.0%
INTU vs ACHR
-45.8%
+31.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.7% | +4.1% | -0.9% |
| 7D | -8.5% | -2.7% | -5.8% | -8.2% |
| 30D | -6.1% | -12.1% | +6.0% | -4.8% |
| 3M | +7.3% | +3.4% | +4.0% | +6.0% |
| 6M | -33.2% | -15.6% | -17.6% | -32.8% |
| YTD | -52.2% | -26.9% | -25.3% | -51.3% |
| 1Y | -52.7% | -34.8% | -17.9% | -51.8% |
| 3Y | -41.6% | -19.2% | -22.4% | -47.0% |
| 5Y | -42.6% | -43.8% | +1.1% | -52.4% |
| All | -14.0% | -45.8% | +31.8% | -29.2% |
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