-43.8%
ACHR vs WEC
+30.7%
-74.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.8% | -4.8% | -5.5% |
| 7D | -2.7% | +0.4% | -3.1% | -2.7% |
| 30D | -12.1% | +0.9% | -13.0% | -12.3% |
| 3M | +3.4% | -5.3% | +8.7% | +3.9% |
| 6M | -15.6% | -6.6% | -9.1% | -15.1% |
| YTD | -26.9% | +3.3% | -30.1% | -28.1% |
| 1Y | -34.8% | +2.1% | -36.8% | -35.6% |
| 3Y | -19.2% | +39.6% | -58.8% | -27.0% |
| 5Y | -43.8% | +31.2% | -74.9% | -49.6% |
| All | -43.8% | +30.7% | -74.4% | -49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling