+2,423.9%
MUU vs ACHR
+86.0%
+2,337.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.4% | -8.8% |
| 7D | +3.6% | -5.4% | +8.9% | +6.3% |
| 30D | +22.3% | -19.7% | +42.1% | +35.6% |
| 3M | -8.2% | +7.9% | -16.1% | -13.2% |
| 6M | +256.3% | -13.8% | +270.1% | +291.7% |
| YTD | +534.4% | -27.5% | +561.9% | +649.8% |
| 1Y | +2,163.5% | -33.9% | +2,197.4% | +2,612.8% |
| All | +2,423.9% | +86.0% | +2,337.9% | +2,443.8% |
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