+24.8%
UPS vs ACHR
-52.5%
+77.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -6.9% | +8.8% | +2.3% |
| 7D | +3.8% | -9.2% | +13.0% | +4.4% |
| 30D | +17.4% | -1.0% | +18.3% | +17.3% |
| 3M | +8.2% | -42.2% | +50.4% | +11.9% |
| 6M | +17.9% | -38.2% | +56.1% | +22.5% |
| YTD | +18.7% | -46.4% | +65.1% | +24.5% |
| 1Y | +24.8% | -49.4% | +74.2% | +31.2% |
| All | +24.8% | -52.5% | +77.3% | +31.2% |
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 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