+325.4%
WMB vs ACHR
-52.1%
+377.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.2% | -1.0% | +2.0% |
| 7D | +1.6% | +18.0% | -16.4% | +0.8% |
| 30D | -7.1% | +3.6% | -10.7% | -7.3% |
| 3M | -4.0% | -28.4% | +24.4% | -2.8% |
| 6M | -5.7% | -25.7% | +20.0% | -5.1% |
| YTD | +17.2% | -35.4% | +52.6% | +18.4% |
| 1Y | +17.2% | -45.6% | +62.8% | +19.3% |
| 3Y | +121.1% | -2.2% | +123.3% | +113.8% |
| 5Y | +197.2% | -20.3% | +217.5% | +178.8% |
| All | +325.4% | -52.1% | +377.6% | +288.2% |
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