+3.0%
MCHP vs ACHR
-42.8%
+45.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.4% | +1.3% | +3.2% |
| 7D | 0.0% | -2.3% | +2.3% | +0.4% |
| 30D | -6.0% | -11.3% | +5.3% | -4.3% |
| 3M | -19.7% | +5.3% | -25.0% | -21.3% |
| 6M | +14.0% | -13.2% | +27.3% | +15.0% |
| YTD | +18.4% | -25.8% | +44.2% | +21.8% |
| 1Y | +17.1% | -34.3% | +51.4% | +21.7% |
| 3Y | +0.7% | -19.9% | +20.7% | -8.2% |
| All | +3.0% | -42.8% | +45.8% | -19.9% |
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