+257,669.3%
AMZN vs HUM
+2,036.0%
+255,633.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.6% |
| 7D | -1.0% | -0.2% | -0.8% | -1.0% |
| 30D | -9.2% | +3.7% | -13.0% | -9.9% |
| 3M | +3.4% | +10.4% | -7.0% | +1.3% |
| 6M | +18.2% | +125.7% | -107.5% | +1.2% |
| YTD | +9.3% | +57.3% | -48.0% | -0.9% |
| 1Y | +5.9% | +48.6% | -42.7% | -3.6% |
| 3Y | +82.6% | -11.3% | +93.9% | +77.4% |
| 5Y | +44.9% | +0.8% | +44.1% | +35.3% |
| 10Y | +564.1% | +146.7% | +417.4% | +407.7% |
| All | +257,669.3% | +2,036.0% | +255,633.3% | +107,938.0% |
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