+5.5%
HD vs ACHR
-10.6%
+16.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.0% |
| 7D | -2.1% | -0.7% | -1.4% | -2.0% |
| 30D | -8.4% | +9.8% | -18.2% | -9.0% |
| 3M | +4.3% | -10.5% | +14.8% | +4.6% |
| 6M | -11.1% | -15.5% | +4.4% | -10.8% |
| YTD | -4.7% | -24.1% | +19.4% | -4.0% |
| 1Y | -19.8% | -32.4% | +12.6% | -19.3% |
| All | +5.5% | -10.6% | +16.1% | -1.4% |
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