+20.3%
PFE vs ACHR
-35.1%
+55.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.7% | +5.6% | +0.1% |
| 7D | -4.3% | -2.7% | -1.6% | -4.2% |
| 30D | +2.7% | -12.1% | +14.8% | +3.0% |
| 3M | +10.0% | +3.4% | +6.6% | +10.0% |
| 6M | +7.2% | -15.6% | +22.8% | +7.8% |
| YTD | +17.3% | -26.9% | +44.2% | +18.6% |
| 1Y | +20.3% | -34.8% | +55.1% | +24.4% |
| All | +20.3% | -35.1% | +55.5% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling