+2,981.5%
MUU vs ACHR
-32.2%
+3,013.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.9% | +12.5% | +12.2% |
| 7D | +17.4% | -0.7% | +18.1% | +18.0% |
| 30D | +24.0% | +9.8% | +14.2% | +9.6% |
| 3M | -23.9% | -10.5% | -13.4% | -17.9% |
| 6M | +284.4% | -15.5% | +300.0% | +331.2% |
| YTD | +583.7% | -24.1% | +607.8% | +703.9% |
| 1Y | +2,981.5% | -32.4% | +3,013.9% | +3,620.9% |
| All | +2,981.5% | -32.2% | +3,013.7% | +3,620.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling