-42.7%
ACHR vs WEC
+39.3%
-82.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | -0.7% | -0.3% | -0.4% | -0.7% |
| 30D | +9.8% | -1.3% | +11.1% | +9.9% |
| 3M | -10.5% | -3.9% | -6.6% | -10.4% |
| 6M | -15.5% | -8.3% | -7.2% | -14.7% |
| YTD | -24.1% | +3.1% | -27.1% | -25.2% |
| 1Y | -32.4% | +1.9% | -34.4% | -33.2% |
| 3Y | -11.6% | +41.9% | -53.5% | -19.2% |
| 5Y | -42.9% | +30.8% | -73.7% | -47.7% |
| All | -42.7% | +39.3% | -82.0% | -50.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling