-20.3%
ACHR vs WEC
+53.2%
-73.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.8% | +3.1% |
| 7D | +18.0% | -0.5% | +18.5% | +18.0% |
| 30D | +3.6% | +12.0% | -8.3% | +2.3% |
| 3M | -28.4% | +11.1% | -39.5% | -29.3% |
| 6M | -25.7% | +6.0% | -31.7% | -26.4% |
| YTD | -35.4% | +14.3% | -49.6% | -37.2% |
| 1Y | -45.6% | +8.0% | -53.6% | -46.5% |
| 3Y | -2.2% | +62.8% | -65.1% | -13.4% |
| 5Y | -20.3% | +55.3% | -75.6% | -26.9% |
| All | -20.3% | +53.2% | -73.5% | -26.9% |
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 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