+149.0%
WMB vs ACHR
-8.8%
+157.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.1% | +0.2% | +2.1% |
| 7D | +0.8% | +4.9% | -4.1% | +0.5% |
| 30D | +7.7% | +4.3% | +3.4% | +7.2% |
| 3M | +6.7% | +1.7% | +5.0% | +6.0% |
| 6M | +3.6% | -6.9% | +10.5% | +3.2% |
| YTD | +28.0% | -22.5% | +50.5% | +28.7% |
| 1Y | +37.6% | -31.5% | +69.1% | +38.5% |
| 3Y | +149.0% | -14.4% | +163.4% | +140.5% |
| All | +149.0% | -8.8% | +157.8% | +140.5% |
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