-6.0%
MDT vs ACHR
-42.6%
+36.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.0% |
| 7D | +0.4% | +4.9% | -4.5% | +0.2% |
| 30D | +6.0% | +4.3% | +1.7% | +5.8% |
| 3M | +15.5% | +1.7% | +13.8% | +15.2% |
| 6M | +3.4% | -6.9% | +10.3% | +3.2% |
| YTD | -2.2% | -22.5% | +20.3% | -1.8% |
| 1Y | +2.6% | -31.5% | +34.1% | +3.1% |
| 3Y | +27.5% | -14.4% | +41.9% | +23.8% |
| 5Y | -20.1% | -41.6% | +21.6% | -25.8% |
| All | -6.0% | -42.6% | +36.6% | -17.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling