-45.3%
ACHR vs HUM
+6.8%
-52.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -5.4% | -1.4% | -4.0% | -5.2% |
| 30D | -19.7% | +7.5% | -27.2% | -20.5% |
| 3M | +7.9% | +10.2% | -2.3% | +6.5% |
| 6M | -13.8% | +132.5% | -146.3% | -23.1% |
| YTD | -27.5% | +57.6% | -85.1% | -32.5% |
| 1Y | -33.9% | +48.6% | -82.5% | -38.3% |
| 3Y | -20.0% | -11.2% | -8.8% | -21.6% |
| 5Y | -44.0% | +4.8% | -48.8% | -46.0% |
| All | -45.3% | +6.8% | -52.2% | -47.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling