-10.4%
ACHR vs IWD
+73.3%
-83.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | +0.9% |
| 7D | -0.7% | -0.3% | -0.4% | 0.0% |
| 30D | +9.8% | +0.6% | +9.2% | +8.5% |
| 3M | -10.5% | +7.2% | -17.7% | -25.5% |
| 6M | -15.5% | +16.2% | -31.7% | -43.1% |
| YTD | -24.1% | +23.3% | -47.4% | -56.2% |
| 1Y | -32.4% | +29.6% | -62.0% | -65.3% |
| All | -10.4% | +73.3% | -83.7% | -80.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling