-43.8%
ACHR vs ENB
+68.4%
-112.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.7% | -5.0% | -5.3% |
| 7D | -2.7% | -0.3% | -2.3% | -2.4% |
| 30D | -12.1% | -1.1% | -11.1% | -11.7% |
| 3M | +3.4% | -8.5% | +11.8% | +7.6% |
| 6M | -15.6% | -4.5% | -11.1% | -15.3% |
| YTD | -26.9% | +9.1% | -35.9% | -34.0% |
| 1Y | -34.8% | +8.0% | -42.7% | -40.9% |
| 3Y | -19.2% | +77.8% | -97.1% | -52.4% |
| 5Y | -43.8% | +69.4% | -113.1% | -62.7% |
| All | -43.8% | +68.4% | -112.2% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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