+1,064.5%
MU vs ACHR
-52.1%
+1,116.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.2% | +8.7% | +11.2% |
| 7D | +2.0% | +18.0% | -15.9% | -1.2% |
| 30D | -18.0% | +3.6% | -21.6% | -18.4% |
| 3M | -6.6% | -28.4% | +21.9% | -0.6% |
| 6M | +2.0% | -25.7% | +27.7% | +7.3% |
| YTD | +184.5% | -35.4% | +219.8% | +204.9% |
| 1Y | +236.9% | -45.6% | +282.5% | +271.2% |
| 3Y | +987.0% | -2.2% | +989.2% | +910.6% |
| 5Y | +1,014.6% | -20.3% | +1,035.0% | +806.1% |
| All | +1,064.5% | -52.1% | +1,116.6% | +891.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling