+105.9%
GILD vs ACHR
-19.6%
+125.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.1% | -0.8% |
| 7D | -4.8% | -2.3% | -2.5% | -4.8% |
| 30D | +5.8% | -11.3% | +17.1% | +6.2% |
| 3M | +14.9% | +5.3% | +9.6% | +14.5% |
| 6M | -0.4% | -13.2% | +12.9% | -0.2% |
| YTD | +18.5% | -25.8% | +44.3% | +19.0% |
| 1Y | +25.1% | -34.3% | +59.4% | +25.6% |
| 3Y | +105.9% | -19.9% | +125.8% | +96.5% |
| All | +105.9% | -19.6% | +125.5% | +96.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling