+11,477.5%
AMD vs HUM
+5,562.3%
+5,915.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.2% | +5.9% | +4.9% |
| 7D | +2.6% | +4.2% | -1.6% | +1.8% |
| 30D | -0.9% | +10.4% | -11.3% | -2.8% |
| 3M | -8.7% | +15.1% | -23.8% | -11.2% |
| 6M | +136.3% | +120.9% | +15.4% | +102.6% |
| YTD | +123.0% | +57.9% | +65.1% | +101.6% |
| 1Y | +195.2% | +30.6% | +164.6% | +174.9% |
| 3Y | +336.3% | -9.6% | +345.9% | +321.0% |
| 5Y | +334.5% | +1.6% | +332.9% | +303.7% |
| 10Y | +6,259.1% | +146.4% | +6,112.7% | +4,813.8% |
| All | +11,477.5% | +5,562.3% | +5,915.2% | +4,113.2% |
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