-44.0%
ACHR vs WPM
+252.7%
-296.7%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.7% | +2.8% | +0.5% |
| 7D | -5.4% | -3.6% | -1.8% | -4.1% |
| 30D | -19.7% | +12.5% | -32.2% | -23.7% |
| 3M | +7.9% | +40.6% | -32.7% | -6.0% |
| 6M | -13.8% | +0.5% | -14.3% | -15.3% |
| YTD | -27.5% | +29.0% | -56.6% | -34.7% |
| 1Y | -33.9% | +43.8% | -77.7% | -42.6% |
| 3Y | -20.0% | +266.3% | -286.3% | -53.0% |
| 5Y | -44.0% | +255.1% | -299.1% | -70.0% |
| All | -44.0% | +252.7% | -296.7% | -70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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