+55.2%
IWM vs ACHR
-52.1%
+107.3%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.3% | +0.5% |
| 7D | -0.3% | +18.0% | -18.3% | -2.5% |
| 30D | +1.9% | +3.6% | -1.8% | +1.2% |
| 3M | -5.7% | -28.4% | +22.7% | -2.3% |
| 6M | -0.3% | -25.7% | +25.4% | +1.8% |
| YTD | +15.8% | -35.4% | +51.2% | +19.6% |
| 1Y | +17.1% | -45.6% | +62.7% | +23.2% |
| 3Y | +73.1% | -2.2% | +75.3% | +57.2% |
| 5Y | +25.9% | -20.3% | +46.2% | +4.5% |
| All | +55.2% | -52.1% | +107.3% | +30.4% |
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 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