+88.3%
SLV vs ACHR
-57.3%
+145.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -10.9% | +7.6% | -2.5% |
| 7D | -3.9% | +11.9% | -15.7% | -4.7% |
| 30D | -15.6% | -2.5% | -13.2% | -15.6% |
| 3M | -23.6% | -31.2% | +7.6% | -21.8% |
| 6M | -42.6% | -32.2% | -10.3% | -41.4% |
| YTD | -30.0% | -42.4% | +12.5% | -28.0% |
| 1Y | -6.6% | -49.9% | +43.3% | -3.6% |
| 3Y | +121.8% | -12.9% | +134.7% | +116.5% |
| 5Y | +92.7% | -24.6% | +117.2% | +83.0% |
| All | +88.3% | -57.3% | +145.7% | +68.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling