-56.9%
ACHR vs IWF
-1.6%
-55.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -1.0% |
| 7D | -5.1% | -4.2% | -0.9% | +3.1% |
| 30D | -12.7% | -8.1% | -4.6% | +3.7% |
| 3M | -22.4% | -5.1% | -17.3% | -13.9% |
| 6M | -28.6% | -1.4% | -27.2% | -24.9% |
| YTD | -45.2% | -0.1% | -45.1% | -43.8% |
| 1Y | -56.9% | -1.3% | -55.6% | -54.1% |
| All | -56.9% | -1.6% | -55.3% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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