+23.2%
UNH vs ACHR
-45.0%
+68.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.4% | -4.8% | -2.4% |
| 7D | -4.5% | -2.3% | -2.3% | -4.5% |
| 30D | -6.5% | -11.3% | +4.8% | -6.5% |
| 3M | -6.0% | +5.3% | -11.3% | -6.1% |
| 6M | +33.7% | -13.2% | +46.9% | +33.7% |
| YTD | +16.4% | -25.8% | +42.2% | +16.5% |
| 1Y | +10.1% | -34.3% | +44.4% | +10.3% |
| 3Y | -16.3% | -19.9% | +3.6% | -17.1% |
| 5Y | +2.1% | -42.7% | +44.8% | +1.9% |
| All | +23.2% | -45.0% | +68.2% | +20.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling