+1,490.2%
DELL vs ACHR
-42.6%
+1,532.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.2% | +1.6% |
| 7D | +25.6% | +4.9% | +20.8% | +25.0% |
| 30D | +17.7% | +4.3% | +13.4% | +16.7% |
| 3M | +33.4% | +1.7% | +31.7% | +32.1% |
| 6M | +266.2% | -6.9% | +273.1% | +265.7% |
| YTD | +328.0% | -22.5% | +350.5% | +334.1% |
| 1Y | +339.6% | -31.5% | +371.1% | +347.8% |
| 3Y | +694.6% | -14.4% | +709.0% | +678.3% |
| 5Y | +1,122.0% | -41.6% | +1,163.6% | +982.5% |
| All | +1,490.2% | -42.6% | +1,532.7% | +1,267.9% |
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