+11.9%
ACN vs HUM
+51.1%
-39.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.1% | +3.9% | +3.8% |
| 7D | +8.6% | +1.6% | +7.0% | +8.5% |
| 30D | +36.6% | +3.5% | +33.1% | +36.2% |
| 3M | +56.3% | +15.5% | +40.8% | +54.5% |
| 6M | +49.7% | +76.2% | -26.5% | +38.3% |
| YTD | +1.3% | +64.5% | -63.2% | -6.2% |
| 1Y | +11.9% | +50.0% | -38.1% | +5.7% |
| All | +11.9% | +51.1% | -39.2% | +5.7% |
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