-49.9%
ACHR vs IWD
+28.5%
-78.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.4% | -10.5% | -9.9% |
| 7D | +11.9% | +1.7% | +10.2% | +7.6% |
| 30D | -2.5% | +3.2% | -5.7% | -10.2% |
| 3M | -31.2% | +2.3% | -33.5% | -34.8% |
| 6M | -32.2% | +12.9% | -45.2% | -51.0% |
| YTD | -42.4% | +26.2% | -68.7% | -70.2% |
| 1Y | -49.9% | +28.3% | -78.2% | -75.4% |
| All | -49.9% | +28.5% | -78.5% | -75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling