+0.8%
SCHW vs ACHR
-58.8%
+59.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.8% | +4.6% |
| 7D | +5.2% | -5.1% | +10.3% | +5.6% |
| 30D | -4.7% | -12.7% | +8.0% | -3.8% |
| 3M | -11.9% | -22.4% | +10.5% | -10.8% |
| 6M | +2.7% | -28.6% | +31.3% | +3.8% |
| YTD | -5.6% | -45.2% | +39.6% | -1.2% |
| 1Y | +0.8% | -56.9% | +57.7% | +8.6% |
| All | +0.8% | -58.8% | +59.6% | +8.6% |
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