+639.0%
WDC vs ACHR
-60.3%
+699.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -6.9% | +1.9% | -3.8% |
| 7D | +12.1% | -9.2% | +21.3% | +13.9% |
| 30D | -18.8% | -1.0% | -17.8% | -18.7% |
| 3M | -39.3% | -42.2% | +2.9% | -33.9% |
| 6M | -40.1% | -38.2% | -1.9% | -36.0% |
| YTD | +71.8% | -46.4% | +118.2% | +86.9% |
| 1Y | +88.5% | -49.4% | +137.8% | +106.2% |
| 3Y | +770.0% | -22.5% | +792.5% | +728.2% |
| 5Y | +549.0% | -29.8% | +578.8% | +436.6% |
| All | +639.0% | -60.3% | +699.3% | +628.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling