+21,346.7%
ADBE vs HUM
+5,540.8%
+15,805.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -0.8% |
| 7D | -8.9% | -0.2% | -8.7% | -8.9% |
| 30D | -6.6% | +3.7% | -10.3% | -7.4% |
| 3M | +7.1% | +10.4% | -3.3% | +4.6% |
| 6M | -9.8% | +125.7% | -135.5% | -24.0% |
| YTD | -27.2% | +57.3% | -84.5% | -34.7% |
| 1Y | -28.0% | +48.6% | -76.6% | -35.0% |
| 3Y | -54.5% | -11.3% | -43.2% | -55.9% |
| 5Y | -61.5% | +0.8% | -62.3% | -64.3% |
| 10Y | +156.4% | +146.7% | +9.8% | +95.5% |
| All | +21,346.7% | +5,540.8% | +15,805.9% | +7,122.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling