+17.8%
PFE vs ACHR
-8.7%
+26.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +8.3% | -8.9% | -0.9% |
| 7D | -4.7% | +15.3% | -20.0% | -5.3% |
| 30D | +3.4% | -3.0% | +6.4% | +3.4% |
| 3M | +9.2% | -14.0% | +23.2% | +9.7% |
| 6M | +15.8% | -25.8% | +41.6% | +16.8% |
| YTD | +23.4% | -36.0% | +59.5% | +25.0% |
| 1Y | +25.8% | -41.2% | +67.0% | +27.7% |
| 3Y | +17.8% | -8.6% | +26.4% | +10.1% |
| All | +17.8% | -8.7% | +26.6% | +10.1% |
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