+59.6%
TXN vs ACHR
-42.8%
+102.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.4% | +1.4% | +3.5% |
| 7D | +4.0% | -2.3% | +6.2% | +4.2% |
| 30D | -2.9% | -11.3% | +8.4% | -1.7% |
| 3M | -9.1% | +5.3% | -14.4% | -10.3% |
| 6M | +36.6% | -13.2% | +49.9% | +37.2% |
| YTD | +57.5% | -25.8% | +83.3% | +60.1% |
| 1Y | +49.5% | -34.3% | +83.8% | +52.7% |
| 3Y | +76.5% | -19.9% | +96.5% | +64.3% |
| All | +59.6% | -42.8% | +102.4% | +33.9% |
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