+135.9%
WMT vs ACHR
-42.8%
+178.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.0% | +1.3% |
| 7D | 0.0% | -2.3% | +2.3% | +0.1% |
| 30D | -7.4% | -11.3% | +3.9% | -7.2% |
| 3M | -10.9% | +5.3% | -16.1% | -11.1% |
| 6M | -12.7% | -13.2% | +0.5% | -12.6% |
| YTD | -3.2% | -25.8% | +22.6% | -2.9% |
| 1Y | +5.3% | -34.3% | +39.5% | +5.7% |
| 3Y | +101.9% | -19.9% | +121.8% | +98.0% |
| All | +135.9% | -42.8% | +178.7% | +131.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling