-22.5%
ACHR vs CHD
+31.2%
-53.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.4% | -8.3% | -6.7% |
| 7D | -9.2% | +3.6% | -12.9% | -8.7% |
| 30D | -1.0% | +10.4% | -11.4% | +0.7% |
| 3M | -42.2% | +12.2% | -54.4% | -41.0% |
| 6M | -38.2% | +19.9% | -58.1% | -36.1% |
| YTD | -46.4% | +36.4% | -82.8% | -43.5% |
| 1Y | -49.4% | +35.1% | -84.5% | -46.7% |
| 3Y | -22.5% | +29.2% | -51.7% | -14.8% |
| All | -22.5% | +31.2% | -53.7% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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