-24.7%
ACN vs HUM
+31.0%
-55.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -3.2% |
| 7D | -1.5% | +4.2% | -5.7% | -1.9% |
| 30D | +9.4% | +10.4% | -1.0% | +8.2% |
| 3M | +5.6% | +15.1% | -9.4% | +3.3% |
| 6M | -9.3% | +120.9% | -130.2% | -19.7% |
| YTD | -29.0% | +57.9% | -86.9% | -34.3% |
| 1Y | -24.7% | +30.6% | -55.2% | -28.6% |
| All | -24.7% | +31.0% | -55.7% | -28.6% |
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