+87.8%
AAPL vs HUM
-9.4%
+97.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.5% | +1.7% |
| 7D | +3.8% | +2.1% | +1.8% | +3.8% |
| 30D | +9.9% | +5.4% | +4.5% | +9.9% |
| 3M | +12.5% | +11.4% | +1.1% | +12.3% |
| 6M | +27.6% | +141.5% | -113.9% | +25.1% |
| YTD | +22.6% | +61.2% | -38.6% | +21.3% |
| 1Y | +45.0% | +49.2% | -4.2% | +43.9% |
| 3Y | +87.8% | -9.0% | +96.8% | +82.5% |
| All | +87.8% | -9.4% | +97.1% | +82.5% |
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 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