-51.3%
ACHR vs ED
+103.3%
-154.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.3% | +3.2% |
| 7D | +18.0% | -0.9% | +18.9% | +17.8% |
| 30D | +3.6% | +11.2% | -7.6% | +5.8% |
| 3M | -28.4% | +11.8% | -40.2% | -26.8% |
| 6M | -25.7% | +14.1% | -39.8% | -23.7% |
| YTD | -35.4% | +23.0% | -58.3% | -33.5% |
| 1Y | -45.6% | +23.7% | -69.3% | -44.0% |
| 3Y | -2.2% | +47.7% | -50.0% | -3.5% |
| 5Y | -20.3% | +82.6% | -102.9% | -26.0% |
| All | -51.3% | +103.3% | -154.6% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 all: compounded portfolio wealth divided by compounded ED 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…
all analysis · Full analysis span regression · 6 months rolling