+8,732.2%
AMD vs HUM
+148.3%
+8,583.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +3.2% |
| 7D | +14.0% | -0.2% | +14.2% | +14.0% |
| 30D | +11.0% | +3.7% | +7.3% | +10.1% |
| 3M | +9.6% | +10.4% | -0.8% | +7.3% |
| 6M | +157.1% | +125.7% | +31.4% | +116.4% |
| YTD | +143.3% | +57.3% | +86.0% | +118.3% |
| 1Y | +234.4% | +48.6% | +185.8% | +202.5% |
| 3Y | +391.2% | -11.3% | +402.5% | +386.7% |
| 5Y | +390.9% | +0.8% | +390.1% | +348.1% |
| 10Y | +8,732.2% | +146.7% | +8,585.5% | +7,588.5% |
| All | +8,732.2% | +148.3% | +8,583.9% | +7,588.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling