+146.5%
ASX vs HUM
+51.1%
+95.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.9% |
| 7D | -14.6% | +1.6% | -16.2% | -14.7% |
| 30D | -21.1% | +3.5% | -24.6% | -21.2% |
| 3M | -3.1% | +15.5% | -18.6% | -3.6% |
| 6M | +17.4% | +76.2% | -58.8% | +16.6% |
| YTD | +135.3% | +64.5% | +70.8% | +133.9% |
| 1Y | +146.5% | +50.0% | +96.5% | +146.5% |
| All | +146.5% | +51.1% | +95.4% | +146.5% |
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 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