-22.6%
ADBE vs HUM
+31.0%
-53.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.5% | -6.7% |
| 7D | -8.6% | +4.2% | -12.7% | -8.7% |
| 30D | +2.8% | +10.4% | -7.6% | +2.3% |
| 3M | +3.1% | +15.1% | -11.9% | +1.8% |
| 6M | -2.4% | +120.9% | -123.3% | -9.6% |
| YTD | -23.9% | +57.9% | -81.8% | -26.8% |
| 1Y | -22.6% | +30.6% | -53.2% | -23.5% |
| All | -22.6% | +31.0% | -53.6% | -23.5% |
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