+862.3%
PWR vs ACHR
-45.0%
+907.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.4% | +2.8% | +4.9% |
| 7D | +4.2% | -2.3% | +6.5% | +4.5% |
| 30D | -4.0% | -11.3% | +7.2% | -2.8% |
| 3M | -4.8% | +5.3% | -10.1% | -6.2% |
| 6M | +14.6% | -13.2% | +27.9% | +15.1% |
| YTD | +54.2% | -25.8% | +80.0% | +57.0% |
| 1Y | +67.1% | -34.3% | +101.4% | +71.2% |
| 3Y | +218.5% | -19.9% | +238.4% | +202.2% |
| 5Y | +466.3% | -42.7% | +508.9% | +377.2% |
| All | +862.3% | -45.0% | +907.4% | +675.1% |
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 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