+451.9%
PWR vs ACHR
-44.8%
+496.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.7% | +3.8% | -1.2% |
| 7D | +2.7% | -2.7% | +5.3% | +3.0% |
| 30D | -5.1% | -12.1% | +7.0% | -3.8% |
| 3M | -9.4% | +3.4% | -12.8% | -10.6% |
| 6M | +10.4% | -15.6% | +26.1% | +11.2% |
| YTD | +48.6% | -26.9% | +75.5% | +51.7% |
| 1Y | +68.0% | -34.8% | +102.8% | +72.4% |
| 3Y | +204.7% | -19.2% | +224.0% | +188.0% |
| 5Y | +451.9% | -43.8% | +495.7% | +361.9% |
| All | +451.9% | -44.8% | +496.8% | +361.9% |
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