+155.1%
NEM vs ACHR
-42.8%
+197.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | +0.4% |
| 7D | -1.0% | -2.3% | +1.3% | -0.9% |
| 30D | +7.8% | -11.3% | +19.1% | +8.6% |
| 3M | +30.2% | +5.3% | +24.9% | +29.1% |
| 6M | +9.6% | -13.2% | +22.8% | +9.9% |
| YTD | +27.8% | -25.8% | +53.6% | +29.1% |
| 1Y | +60.7% | -34.3% | +95.0% | +62.9% |
| 3Y | +245.3% | -19.9% | +265.2% | +233.9% |
| All | +155.1% | -42.8% | +197.9% | +130.4% |
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 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