+30.8%
XLV vs ACHR
-19.6%
+50.4%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.2% |
| 7D | -3.6% | -2.3% | -1.3% | -3.5% |
| 30D | -1.8% | -11.3% | +9.5% | -1.5% |
| 3M | +7.8% | +5.3% | +2.5% | +7.4% |
| 6M | +9.1% | -13.2% | +22.3% | +9.3% |
| YTD | +7.7% | -25.8% | +33.5% | +8.3% |
| 1Y | +20.4% | -34.3% | +54.7% | +21.1% |
| 3Y | +30.8% | -19.9% | +50.7% | +27.7% |
| All | +30.8% | -19.6% | +50.4% | +27.7% |
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