-56.9%
ACHR vs HUM
+51.1%
-108.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -5.1% | +1.6% | -6.6% | -5.3% |
| 30D | -12.7% | +3.5% | -16.2% | -13.2% |
| 3M | -22.4% | +15.5% | -37.9% | -24.3% |
| 6M | -28.6% | +76.2% | -104.8% | -36.6% |
| YTD | -45.2% | +64.5% | -109.7% | -52.1% |
| 1Y | -56.9% | +50.0% | -106.9% | -60.1% |
| All | -56.9% | +51.1% | -108.0% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 1y: compounded portfolio wealth divided by compounded HUM 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…
1y analysis · Full analysis span regression · 6 months rolling