+98.3%
USB vs ACHR
-12.6%
+110.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | +1.4% | -0.7% | +2.1% | +1.5% |
| 30D | -1.3% | +9.8% | -11.1% | -2.6% |
| 3M | +15.2% | -10.5% | +25.7% | +15.5% |
| 6M | +18.8% | -15.5% | +34.4% | +19.4% |
| YTD | +21.0% | -24.1% | +45.1% | +22.6% |
| 1Y | +34.0% | -32.4% | +66.4% | +36.0% |
| All | +98.3% | -12.6% | +110.8% | +78.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling