-44.0%
ACHR vs WU
-51.6%
+7.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.6% |
| 7D | -5.4% | -5.0% | -0.4% | -3.1% |
| 30D | -19.7% | -2.3% | -17.5% | -18.8% |
| 3M | +7.9% | -3.2% | +11.1% | +6.6% |
| 6M | -13.8% | -25.0% | +11.3% | -2.7% |
| YTD | -27.5% | -21.7% | -5.9% | -20.6% |
| 1Y | -33.9% | -9.0% | -25.0% | -34.2% |
| 3Y | -20.0% | -28.9% | +8.9% | -10.2% |
| 5Y | -44.0% | -51.0% | +7.0% | -34.1% |
| All | -44.0% | -51.6% | +7.6% | -34.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling