+354.4%
WMB vs ACHR
-43.7%
+398.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | +0.6% | -0.7% | +1.3% | +0.6% |
| 30D | +3.3% | +9.8% | -6.5% | +2.7% |
| 3M | +3.1% | -10.5% | +13.6% | +3.2% |
| 6M | -0.7% | -15.5% | +14.8% | -0.6% |
| YTD | +25.2% | -24.1% | +49.2% | +25.7% |
| 1Y | +32.9% | -32.4% | +65.3% | +33.6% |
| 3Y | +140.6% | -11.6% | +152.2% | +133.1% |
| 5Y | +273.5% | -42.9% | +316.4% | +243.6% |
| All | +354.4% | -43.7% | +398.2% | +312.3% |
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 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