+58.1%
MP vs ACHR
-42.9%
+101.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.6% |
| 7D | -2.9% | -0.7% | -2.2% | -2.7% |
| 30D | +13.8% | +9.8% | +4.0% | +10.7% |
| 3M | -16.7% | -10.5% | -6.2% | -15.1% |
| 6M | -11.5% | -15.5% | +4.0% | -8.3% |
| YTD | +7.9% | -24.1% | +32.0% | +15.2% |
| 1Y | -15.0% | -32.4% | +17.4% | -7.3% |
| 3Y | +153.5% | -11.6% | +165.1% | +130.1% |
| All | +58.1% | -42.9% | +101.0% | +5.7% |
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