-41.5%
ACHR vs TE
-49.7%
+8.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +10.0% | -7.9% | -0.5% |
| 7D | +4.9% | +18.2% | -13.4% | +0.2% |
| 30D | +4.3% | -13.5% | +17.8% | +7.3% |
| 3M | +1.7% | -44.6% | +46.3% | +15.5% |
| 6M | -6.9% | -24.7% | +17.8% | -8.8% |
| YTD | -22.5% | -24.3% | +1.8% | -25.8% |
| 1Y | -31.5% | +155.6% | -187.0% | -57.3% |
| 3Y | -14.4% | -18.3% | +3.9% | -37.1% |
| 5Y | -41.6% | -41.3% | -0.3% | -52.8% |
| All | -41.5% | -49.7% | +8.2% | -52.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling