-59.6%
ACHR vs WEC
+55.9%
-115.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.9% | -7.8% | -7.0% |
| 7D | -9.2% | +2.3% | -11.6% | -9.4% |
| 30D | -1.0% | +11.1% | -12.0% | -2.2% |
| 3M | -42.2% | +8.4% | -50.6% | -42.7% |
| 6M | -38.2% | +7.5% | -45.7% | -38.9% |
| YTD | -46.4% | +15.3% | -61.7% | -47.9% |
| 1Y | -49.4% | +9.7% | -59.1% | -50.3% |
| 3Y | -22.5% | +64.7% | -87.2% | -30.6% |
| 5Y | -29.8% | +57.3% | -87.0% | -37.2% |
| All | -59.6% | +55.9% | -115.5% | -65.5% |
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