-34.3%
ACHR vs WU
-9.1%
-25.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.2% |
| 7D | -2.3% | -3.5% | +1.2% | -1.5% |
| 30D | -11.3% | -2.9% | -8.3% | -10.6% |
| 3M | +5.3% | -2.3% | +7.5% | +2.3% |
| 6M | -13.2% | -25.4% | +12.2% | -9.0% |
| YTD | -25.8% | -21.2% | -4.6% | -23.4% |
| 1Y | -34.3% | -8.9% | -25.4% | -35.3% |
| All | -34.3% | -9.1% | -25.2% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling