+991.6%
WDC vs ACHR
-44.8%
+1,036.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.7% | +6.7% | +2.0% |
| 7D | +7.5% | -2.7% | +10.1% | +7.9% |
| 30D | +10.1% | -12.1% | +22.2% | +11.9% |
| 3M | -6.8% | +3.4% | -10.2% | -8.2% |
| 6M | +84.1% | -15.6% | +99.8% | +87.0% |
| YTD | +180.3% | -26.9% | +207.1% | +190.1% |
| 1Y | +411.1% | -34.8% | +445.8% | +430.1% |
| 3Y | +1,375.0% | -19.2% | +1,394.2% | +1,281.1% |
| 5Y | +991.6% | -43.8% | +1,035.3% | +722.1% |
| All | +991.6% | -44.8% | +1,036.4% | +722.1% |
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