-34.3%
ACHR vs HUM
+50.8%
-85.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | +0.1% | +2.0% |
| 7D | -2.3% | +2.1% | -4.3% | -2.6% |
| 30D | -11.3% | +5.4% | -16.7% | -12.1% |
| 3M | +5.3% | +11.4% | -6.1% | +2.8% |
| 6M | -13.2% | +141.5% | -154.7% | -31.6% |
| YTD | -25.8% | +61.2% | -87.0% | -35.6% |
| 1Y | -34.3% | +49.2% | -83.4% | -42.1% |
| All | -34.3% | +50.8% | -85.1% | -42.1% |
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