+167.8%
SLV vs ACHR
-41.7%
+209.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.9% | -0.9% |
| 7D | +2.5% | +4.9% | -2.4% | +2.2% |
| 30D | +3.3% | +4.3% | -1.0% | +2.8% |
| 3M | -3.6% | +1.7% | -5.3% | -4.2% |
| 6M | -21.8% | -6.9% | -15.0% | -21.9% |
| YTD | -7.8% | -22.5% | +14.6% | -7.1% |
| 1Y | +58.3% | -31.5% | +89.8% | +60.0% |
| 3Y | +182.6% | -14.4% | +197.0% | +174.0% |
| 5Y | +167.8% | -41.6% | +209.4% | +138.6% |
| All | +167.8% | -41.7% | +209.5% | +138.6% |
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 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