+1,017.1%
MU vs ACHR
-60.3%
+1,077.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.9% | +4.4% | -1.1% |
| 7D | +12.8% | -9.2% | +22.0% | +15.0% |
| 30D | -14.9% | -1.0% | -13.9% | -14.6% |
| 3M | -18.0% | -42.2% | +24.1% | -8.8% |
| 6M | -3.1% | -38.2% | +35.1% | +5.7% |
| YTD | +172.9% | -46.4% | +219.3% | +203.7% |
| 1Y | +228.8% | -49.4% | +278.2% | +268.8% |
| 3Y | +950.8% | -22.5% | +973.3% | +921.6% |
| 5Y | +931.3% | -29.8% | +961.1% | +765.0% |
| All | +1,017.1% | -60.3% | +1,077.4% | +887.1% |
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