-59.6%
ACHR vs WPM
+223.6%
-283.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.7% | -6.8% |
| 7D | -9.2% | -3.6% | -5.7% | -7.9% |
| 30D | -1.0% | +1.4% | -2.4% | -1.5% |
| 3M | -42.2% | -0.2% | -42.0% | -42.3% |
| 6M | -38.2% | -7.3% | -30.9% | -37.0% |
| YTD | -46.4% | +12.3% | -58.8% | -48.6% |
| 1Y | -49.4% | +24.9% | -74.3% | -52.8% |
| 3Y | -22.5% | +210.4% | -232.9% | -47.1% |
| 5Y | -29.8% | +210.4% | -240.1% | -54.3% |
| All | -59.6% | +223.6% | -283.2% | -73.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling