-21.1%
ACHR vs NWSA
+44.1%
-65.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.4% | -5.3% | -5.4% |
| 7D | -2.7% | -3.1% | +0.4% | -0.3% |
| 30D | -12.1% | +4.3% | -16.4% | -15.0% |
| 3M | +3.4% | +9.2% | -5.8% | -5.5% |
| 6M | -15.6% | +21.6% | -37.2% | -30.5% |
| YTD | -26.9% | +14.2% | -41.1% | -36.8% |
| 1Y | -34.8% | +1.8% | -36.5% | -36.3% |
| All | -21.1% | +44.1% | -65.2% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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