+10,785.8%
AMD vs HUM
+6,029.3%
+4,756.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +5.3% | +5.7% | +10.0% |
| 7D | -11.0% | +4.6% | -15.7% | -11.7% |
| 30D | -30.5% | +9.6% | -40.1% | -31.7% |
| 3M | -8.2% | +18.4% | -26.6% | -11.3% |
| 6M | +6.6% | +76.9% | -70.3% | -4.8% |
| YTD | +109.7% | +71.0% | +38.7% | +86.5% |
| 1Y | +88.9% | +75.0% | +13.9% | +66.8% |
| 3Y | +301.8% | -7.7% | +309.5% | +286.9% |
| 5Y | +229.4% | +0.6% | +228.8% | +206.7% |
| 10Y | +6,745.1% | +182.1% | +6,563.0% | +5,053.4% |
| All | +10,785.8% | +6,029.3% | +4,756.5% | +3,797.0% |
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