+41.5%
NU vs ACHR
-21.2%
+62.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.4% | -5.0% | -3.2% |
| 7D | -4.9% | -2.3% | -2.6% | -4.4% |
| 30D | +7.8% | -11.3% | +19.1% | +10.3% |
| 3M | +20.9% | +5.3% | +15.6% | +17.6% |
| 6M | +0.9% | -13.2% | +14.1% | +1.5% |
| YTD | -12.7% | -25.8% | +13.1% | -9.8% |
| 1Y | -6.4% | -34.3% | +27.9% | -2.7% |
| 3Y | +98.1% | -19.9% | +118.0% | +69.4% |
| All | +41.5% | -21.2% | +62.7% | +2.3% |
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