+121,072.4%
AAPL vs HUM
+5,540.8%
+115,531.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | -3.0% | -0.2% | -2.7% | -2.9% |
| 30D | +2.3% | +3.7% | -1.4% | +1.7% |
| 3M | +8.6% | +10.4% | -1.8% | +6.7% |
| 6M | +21.6% | +125.7% | -104.2% | +6.2% |
| YTD | +16.3% | +57.3% | -41.0% | +6.6% |
| 1Y | +35.1% | +48.6% | -13.6% | +24.4% |
| 3Y | +79.4% | -11.3% | +90.7% | +74.8% |
| 5Y | +109.8% | +0.8% | +109.0% | +98.1% |
| 10Y | +1,237.1% | +146.7% | +1,090.4% | +990.0% |
| All | +121,072.4% | +5,540.8% | +115,531.6% | +45,724.8% |
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