-14.3%
UNH vs ACHR
-21.5%
+7.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.2% |
| 7D | -3.2% | -5.4% | +2.2% | -3.2% |
| 30D | -3.5% | -19.7% | +16.3% | -3.5% |
| 3M | -4.2% | +7.9% | -12.1% | -4.2% |
| 6M | +38.3% | -13.8% | +52.1% | +38.3% |
| YTD | +19.2% | -27.5% | +46.7% | +19.3% |
| 1Y | +15.0% | -33.9% | +48.9% | +15.3% |
| All | -14.3% | -21.5% | +7.2% | -18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling