-33.5%
UPS vs ACHR
-44.8%
+11.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.7% | +4.4% | -0.8% |
| 7D | -3.7% | -2.7% | -1.0% | -3.5% |
| 30D | -3.7% | -12.1% | +8.4% | -3.0% |
| 3M | -6.6% | +3.4% | -9.9% | -7.3% |
| 6M | +2.6% | -15.6% | +18.2% | +3.0% |
| YTD | +4.8% | -26.9% | +31.6% | +6.0% |
| 1Y | +25.3% | -34.8% | +60.0% | +26.9% |
| 3Y | -26.9% | -19.2% | -7.6% | -30.8% |
| 5Y | -33.5% | -43.8% | +10.3% | -42.4% |
| All | -33.5% | -44.8% | +11.3% | -42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling