+65.2%
ALAB vs HUM
+31.0%
+34.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.2% | +11.0% | +9.9% |
| 7D | +7.2% | +4.2% | +3.1% | +6.8% |
| 30D | -2.5% | +10.4% | -12.9% | -3.5% |
| 3M | -13.3% | +15.1% | -28.4% | -14.5% |
| 6M | +172.8% | +120.9% | +51.9% | +144.3% |
| YTD | +86.6% | +57.9% | +28.6% | +68.2% |
| 1Y | +65.2% | +30.6% | +34.6% | +57.4% |
| All | +65.2% | +31.0% | +34.1% | +57.4% |
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