+26.6%
BMY vs ACHR
-45.0%
+71.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.2% |
| 7D | -4.8% | -2.3% | -2.5% | -4.7% |
| 30D | -0.1% | -11.3% | +11.2% | +0.2% |
| 3M | +13.1% | +5.3% | +7.8% | +12.8% |
| 6M | +8.4% | -13.2% | +21.6% | +8.5% |
| YTD | +22.0% | -25.8% | +47.8% | +22.4% |
| 1Y | +40.3% | -34.3% | +74.6% | +40.9% |
| 3Y | +20.5% | -19.9% | +40.5% | +17.5% |
| 5Y | +23.7% | -42.7% | +66.4% | +22.8% |
| All | +26.6% | -45.0% | +71.7% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 10y: compounded portfolio wealth divided by compounded ACHR 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…
10y analysis · Full analysis span regression · 6 months rolling