-43.5%
ACHR vs ETR
+126.1%
-169.5%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.3% | -4.4% | -5.2% |
| 7D | -2.7% | +0.4% | -3.0% | -2.8% |
| 30D | -12.1% | +2.0% | -14.2% | -12.8% |
| 3M | +3.4% | -1.7% | +5.1% | +3.5% |
| 6M | -15.6% | +3.6% | -19.2% | -18.4% |
| YTD | -26.9% | +18.0% | -44.9% | -33.6% |
| 1Y | -34.8% | +26.2% | -61.0% | -42.0% |
| 3Y | -19.2% | +148.0% | -167.2% | -39.5% |
| All | -43.5% | +126.1% | -169.5% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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