-40.7%
INTU vs ACHR
-8.8%
-31.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.1% | -6.2% | -4.3% |
| 7D | -7.5% | +4.9% | -12.4% | -7.9% |
| 30D | -1.9% | +4.3% | -6.2% | -2.3% |
| 3M | +4.9% | +1.7% | +3.1% | +4.3% |
| 6M | -33.2% | -6.9% | -26.3% | -33.3% |
| YTD | -51.4% | -22.5% | -28.9% | -50.9% |
| 1Y | -52.0% | -31.5% | -20.5% | -51.4% |
| 3Y | -40.7% | -14.4% | -26.3% | -41.8% |
| All | -40.7% | -8.8% | -31.9% | -41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling