-19.9%
ACHR vs WSM
+230.1%
-250.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +1.9% |
| 7D | -2.3% | -0.5% | -1.8% | -2.0% |
| 30D | -11.3% | -7.7% | -3.6% | -7.9% |
| 3M | +5.3% | +3.8% | +1.5% | +2.9% |
| 6M | -13.2% | +22.7% | -35.9% | -21.9% |
| YTD | -25.8% | +28.0% | -53.8% | -34.7% |
| 1Y | -34.3% | +12.7% | -47.0% | -38.9% |
| 3Y | -19.9% | +231.3% | -251.2% | -58.2% |
| All | -19.9% | +230.1% | -250.0% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 3y: compounded portfolio wealth divided by compounded WSM 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…
3y analysis · Full analysis span regression · 6 months rolling