-44.0%
ACHR vs EWT
+144.9%
-188.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | +2.3% |
| 7D | -5.4% | -1.1% | -4.3% | -4.2% |
| 30D | -19.7% | +4.8% | -24.5% | -24.8% |
| 3M | +7.9% | +11.1% | -3.2% | -7.7% |
| 6M | -13.8% | +54.6% | -68.4% | -53.1% |
| YTD | -27.5% | +71.4% | -99.0% | -65.9% |
| 1Y | -33.9% | +82.1% | -116.0% | -71.2% |
| 3Y | -20.0% | +193.2% | -213.2% | -82.5% |
| 5Y | -44.0% | +146.1% | -190.1% | -83.2% |
| All | -44.0% | +144.9% | -188.8% | -83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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