+29.0%
UPS vs ACHR
-32.2%
+61.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.1% |
| 7D | -2.9% | -0.7% | -2.2% | -2.8% |
| 30D | -3.5% | +9.8% | -13.3% | -4.1% |
| 3M | -5.7% | -10.5% | +4.8% | -4.9% |
| 6M | -4.4% | -15.5% | +11.2% | -3.6% |
| YTD | +8.0% | -24.1% | +32.1% | +9.6% |
| 1Y | +29.0% | -32.4% | +61.5% | +27.7% |
| All | +29.0% | -32.2% | +61.2% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling