+204.5%
WELL vs ACHR
-8.8%
+213.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.4% |
| 7D | -1.3% | +4.9% | -6.2% | -1.4% |
| 30D | +0.5% | +4.3% | -3.8% | +0.4% |
| 3M | +19.1% | +1.7% | +17.3% | +18.9% |
| 6M | +17.0% | -6.9% | +23.8% | +16.9% |
| YTD | +29.2% | -22.5% | +51.7% | +29.5% |
| 1Y | +42.1% | -31.5% | +73.6% | +42.5% |
| 3Y | +204.5% | -14.4% | +218.9% | +205.8% |
| All | +204.5% | -8.8% | +213.3% | +205.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling