-44.0%
ACHR vs TE
-54.2%
+10.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +2.2% |
| 7D | -2.3% | +0.2% | -2.5% | -2.5% |
| 30D | -11.3% | -5.9% | -5.4% | -10.5% |
| 3M | +5.3% | -45.6% | +50.9% | +20.1% |
| 6M | -13.2% | -43.4% | +30.1% | -7.9% |
| YTD | -25.8% | -31.0% | +5.2% | -27.2% |
| 1Y | -34.3% | +145.2% | -179.5% | -58.7% |
| 3Y | -19.9% | -24.1% | +4.1% | -40.2% |
| 5Y | -42.7% | -48.1% | +5.5% | -52.3% |
| All | -44.0% | -54.2% | +10.1% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 10y: compounded portfolio wealth divided by compounded TE 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…
10y analysis · Full analysis span regression · 6 months rolling