+48.4%
NU vs ACHR
-17.7%
+66.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.7% |
| 7D | +6.0% | +4.9% | +1.2% | +5.0% |
| 30D | +10.8% | +4.3% | +6.5% | +9.1% |
| 3M | +32.2% | +1.7% | +30.4% | +29.4% |
| 6M | +5.1% | -6.9% | +12.0% | +4.2% |
| YTD | -8.4% | -22.5% | +14.1% | -6.2% |
| 1Y | +0.7% | -31.5% | +32.2% | +3.8% |
| 3Y | +125.1% | -14.4% | +139.5% | +89.6% |
| All | +48.4% | -17.7% | +66.1% | +6.3% |
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 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