+33.0%
BMY vs ACHR
-43.7%
+76.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.8% |
| 7D | +0.4% | -0.7% | +1.1% | +0.4% |
| 30D | +5.0% | +9.8% | -4.8% | +4.8% |
| 3M | +19.4% | -10.5% | +29.9% | +19.5% |
| 6M | +9.5% | -15.5% | +25.1% | +9.7% |
| YTD | +28.1% | -24.1% | +52.1% | +28.5% |
| 1Y | +50.0% | -32.4% | +82.4% | +50.5% |
| 3Y | +24.1% | -11.6% | +35.7% | +20.8% |
| 5Y | +25.0% | -42.9% | +67.9% | +24.2% |
| All | +33.0% | -43.7% | +76.7% | +32.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling