+68.7%
UNP vs ACHR
-60.3%
+128.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.9% | +6.3% | -0.3% |
| 7D | +4.2% | -9.2% | +13.5% | +4.6% |
| 30D | +5.6% | -1.0% | +6.6% | +5.5% |
| 3M | +2.0% | -42.2% | +44.2% | +4.4% |
| 6M | +15.4% | -38.2% | +53.6% | +17.2% |
| YTD | +32.7% | -46.4% | +79.1% | +35.4% |
| 1Y | +39.4% | -49.4% | +88.8% | +42.5% |
| 3Y | +54.3% | -22.5% | +76.8% | +48.6% |
| 5Y | +39.6% | -29.8% | +69.4% | +28.5% |
| All | +68.7% | -60.3% | +128.9% | +48.8% |
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