+30.3%
UNH vs ACHR
-42.6%
+72.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.9% |
| 7D | +1.1% | +4.9% | -3.7% | +1.1% |
| 30D | -1.5% | +4.3% | -5.8% | -1.6% |
| 3M | -0.8% | +1.7% | -2.6% | -0.9% |
| 6M | +41.8% | -6.9% | +48.7% | +41.8% |
| YTD | +23.1% | -22.5% | +45.5% | +23.2% |
| 1Y | +28.5% | -31.5% | +60.0% | +28.7% |
| 3Y | -11.8% | -14.4% | +2.6% | -12.6% |
| 5Y | +5.3% | -41.6% | +47.0% | +5.2% |
| All | +30.3% | -42.6% | +72.8% | +27.7% |
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