-19.9%
ACHR vs HUM
-9.4%
-10.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | +0.1% | +2.1% |
| 7D | -2.3% | +2.1% | -4.3% | -2.5% |
| 30D | -11.3% | +5.4% | -16.7% | -11.8% |
| 3M | +5.3% | +11.4% | -6.1% | +3.9% |
| 6M | -13.2% | +141.5% | -154.7% | -22.7% |
| YTD | -25.8% | +61.2% | -87.0% | -31.0% |
| 1Y | -34.3% | +49.2% | -83.4% | -38.7% |
| 3Y | -19.9% | -9.0% | -10.9% | -20.1% |
| All | -19.9% | -9.4% | -10.6% | -20.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling