+256.3%
ASX vs HUM
+50.6%
+205.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.4% | -3.3% |
| 7D | +6.5% | -1.4% | +7.9% | +6.5% |
| 30D | +3.1% | +7.5% | -4.4% | +2.9% |
| 3M | +17.4% | +10.2% | +7.2% | +17.4% |
| 6M | +85.4% | +132.5% | -47.1% | +83.7% |
| YTD | +150.1% | +57.6% | +92.4% | +149.6% |
| 1Y | +256.3% | +48.6% | +207.7% | +253.1% |
| All | +256.3% | +50.6% | +205.7% | +253.1% |
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