+1,358.9%
MU vs ACHR
-43.7%
+1,402.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +6.3% |
| 7D | +9.0% | -0.7% | +9.7% | +9.1% |
| 30D | +13.8% | +9.8% | +4.0% | +10.8% |
| 3M | +2.1% | -10.5% | +12.6% | +3.4% |
| 6M | +153.8% | -15.5% | +169.3% | +159.9% |
| YTD | +256.4% | -24.1% | +280.5% | +270.1% |
| 1Y | +719.8% | -32.4% | +752.2% | +758.5% |
| 3Y | +1,360.4% | -11.6% | +1,372.0% | +1,262.3% |
| 5Y | +1,312.4% | -42.9% | +1,355.3% | +1,079.5% |
| All | +1,358.9% | -43.7% | +1,402.6% | +1,102.9% |
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