+1,052.1%
WDC vs ACHR
-46.3%
+1,098.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -4.3% |
| 7D | +4.4% | -5.4% | +9.8% | +5.3% |
| 30D | +5.3% | -19.7% | +25.0% | +8.8% |
| 3M | -5.9% | +7.9% | -13.8% | -8.0% |
| 6M | +73.2% | -13.8% | +87.0% | +75.5% |
| YTD | +167.8% | -27.5% | +195.4% | +177.6% |
| 1Y | +386.0% | -33.9% | +419.9% | +403.3% |
| 3Y | +1,309.7% | -20.0% | +1,329.7% | +1,221.4% |
| 5Y | +957.1% | -44.0% | +1,001.1% | +774.1% |
| All | +1,052.1% | -46.3% | +1,098.4% | +982.3% |
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