+45.1%
ABNB vs HUM
+31.0%
+14.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.7% |
| 7D | -4.0% | +4.2% | -8.1% | -4.3% |
| 30D | +19.3% | +10.4% | +8.9% | +18.2% |
| 3M | +36.1% | +15.1% | +21.0% | +34.2% |
| 6M | +34.2% | +120.9% | -86.7% | +24.4% |
| YTD | +34.1% | +57.9% | -23.9% | +26.6% |
| 1Y | +45.1% | +30.6% | +14.6% | +35.4% |
| All | +45.1% | +31.0% | +14.1% | +35.4% |
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