+194.4%
TRV vs ACHR
-45.8%
+240.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.7% | +6.0% | +0.4% |
| 7D | +0.2% | -2.7% | +2.8% | +0.2% |
| 30D | -2.3% | -12.1% | +9.8% | -2.2% |
| 3M | +22.7% | +3.4% | +19.3% | +22.5% |
| 6M | +21.9% | -15.6% | +37.6% | +22.0% |
| YTD | +27.5% | -26.9% | +54.3% | +27.8% |
| 1Y | +36.2% | -34.8% | +71.0% | +36.6% |
| 3Y | +140.6% | -19.2% | +159.8% | +138.3% |
| 5Y | +154.5% | -43.8% | +198.3% | +152.6% |
| All | +194.4% | -45.8% | +240.2% | +184.2% |
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