+0.9%
WBD vs ACHR
-45.0%
+45.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -0.9% |
| 7D | -0.7% | -2.3% | +1.5% | -0.4% |
| 30D | +1.4% | -11.3% | +12.7% | +3.1% |
| 3M | +4.4% | +5.3% | -0.9% | +1.8% |
| 6M | +0.8% | -13.2% | +14.0% | +0.8% |
| YTD | -2.7% | -25.8% | +23.1% | -1.0% |
| 1Y | +73.4% | -34.3% | +107.7% | +77.0% |
| 3Y | +142.1% | -19.9% | +162.1% | +116.2% |
| 5Y | +7.2% | -42.7% | +49.9% | -17.6% |
| All | +0.9% | -45.0% | +45.9% | -20.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling