+7.8%
WBD vs ACHR
-44.8%
+52.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | -0.6% | -5.4% | +4.8% | +0.3% |
| 30D | +4.2% | -19.7% | +23.9% | +7.6% |
| 3M | +7.5% | +7.9% | -0.4% | +4.3% |
| 6M | +1.6% | -13.8% | +15.4% | +1.6% |
| YTD | -2.2% | -27.5% | +25.4% | 0.0% |
| 1Y | +124.9% | -33.9% | +158.8% | +129.5% |
| 3Y | +149.1% | -20.0% | +169.1% | +121.3% |
| 5Y | +7.8% | -44.0% | +51.8% | -22.4% |
| All | +7.8% | -44.8% | +52.6% | -22.4% |
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