+138.3%
ADI vs HUM
+6.5%
+131.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.6% | +4.6% |
| 7D | +4.6% | +2.1% | +2.5% | +4.4% |
| 30D | -1.2% | +5.4% | -6.6% | -1.7% |
| 3M | -7.8% | +11.4% | -19.2% | -8.9% |
| 6M | +19.3% | +141.5% | -122.2% | +8.1% |
| YTD | +40.9% | +61.2% | -20.3% | +32.8% |
| 1Y | +54.5% | +49.2% | +5.3% | +46.4% |
| 3Y | +123.4% | -9.0% | +132.5% | +118.4% |
| All | +138.3% | +6.5% | +131.7% | +115.8% |
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