+74.2%
USB vs ACHR
-53.6%
+127.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | -0.2% |
| 7D | +1.4% | +14.0% | -12.6% | +0.2% |
| 30D | +6.4% | -5.0% | +11.5% | +6.7% |
| 3M | -4.5% | -24.8% | +20.3% | -2.7% |
| 6M | +11.4% | -27.3% | +38.7% | +13.0% |
| YTD | +17.1% | -37.4% | +54.5% | +19.7% |
| 1Y | +32.6% | -44.3% | +76.9% | +36.6% |
| 3Y | +101.8% | -5.2% | +107.1% | +88.5% |
| 5Y | +25.1% | -20.8% | +46.0% | +10.3% |
| All | +74.2% | -53.6% | +127.7% | +45.6% |
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