-28.9%
DIS vs ACHR
-52.6%
+23.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.3% | -6.3% | +1.2% |
| 7D | +5.3% | +15.3% | -10.0% | +3.7% |
| 30D | +10.2% | -3.0% | +13.3% | +10.3% |
| 3M | +13.5% | -14.0% | +27.5% | +14.5% |
| 6M | +11.1% | -25.8% | +36.9% | +12.8% |
| YTD | +5.5% | -36.0% | +41.5% | +8.2% |
| 1Y | +9.1% | -41.2% | +50.3% | +12.6% |
| 3Y | +36.0% | -8.6% | +44.6% | +24.5% |
| 5Y | -29.8% | -20.6% | -9.2% | -42.6% |
| All | -28.9% | -52.6% | +23.7% | -47.0% |
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