+36.3%
HBAN vs ACHR
-42.8%
+79.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.5% |
| 7D | -1.0% | -2.3% | +1.3% | -0.8% |
| 30D | -5.6% | -11.3% | +5.7% | -4.6% |
| 3M | -1.1% | +5.3% | -6.4% | -2.5% |
| 6M | +9.9% | -13.2% | +23.1% | +10.0% |
| YTD | -0.9% | -25.8% | +24.8% | +0.3% |
| 1Y | -1.4% | -34.3% | +32.9% | +0.2% |
| 3Y | +78.2% | -19.9% | +98.2% | +66.7% |
| All | +36.3% | -42.8% | +79.1% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling