-56.6%
ACHR vs WEC
+54.5%
-111.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | 0.0% | -10.9% | -10.9% |
| 7D | +11.9% | -0.7% | +12.6% | +11.9% |
| 30D | -2.5% | +11.0% | -13.4% | -3.7% |
| 3M | -31.2% | +8.6% | -39.8% | -31.8% |
| 6M | -32.2% | +6.2% | -38.4% | -32.9% |
| YTD | -42.4% | +14.3% | -56.7% | -44.0% |
| 1Y | -49.9% | +8.4% | -58.3% | -50.7% |
| 3Y | -12.9% | +62.9% | -75.7% | -21.9% |
| 5Y | -24.6% | +55.8% | -80.4% | -32.4% |
| All | -56.6% | +54.5% | -111.0% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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