+4.6%
ABNB vs HUM
+4.2%
+0.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.2% |
| 7D | -9.5% | -1.4% | -8.1% | -9.3% |
| 30D | -9.4% | +7.5% | -16.9% | -10.2% |
| 3M | +29.9% | +10.2% | +19.6% | +28.2% |
| 6M | +26.6% | +132.5% | -105.9% | +14.4% |
| YTD | +23.5% | +57.6% | -34.1% | +16.0% |
| 1Y | +35.8% | +48.6% | -12.7% | +28.0% |
| 3Y | +15.0% | -11.2% | +26.1% | +16.0% |
| All | +4.6% | +4.2% | +0.4% | -6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling