+35.9%
MMM vs ACHR
-45.8%
+81.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.7% | +3.8% | -1.4% |
| 7D | -2.6% | -2.7% | +0.1% | -2.4% |
| 30D | -9.3% | -12.1% | +2.8% | -8.6% |
| 3M | +5.6% | +3.4% | +2.2% | +4.6% |
| 6M | +9.5% | -15.6% | +25.1% | +9.8% |
| YTD | +4.1% | -26.9% | +31.0% | +5.4% |
| 1Y | +9.4% | -34.8% | +44.1% | +10.8% |
| 3Y | +101.0% | -19.2% | +120.2% | +91.7% |
| 5Y | +26.1% | -43.8% | +69.9% | +11.0% |
| All | +35.9% | -45.8% | +81.7% | +23.5% |
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 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