+144.5%
ASX vs HUM
+84.4%
+60.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.5% | -4.0% |
| 7D | +22.1% | +7.7% | +14.4% | +21.2% |
| 30D | -23.8% | +5.8% | -29.5% | -24.1% |
| 3M | -7.6% | +14.3% | -22.0% | -8.5% |
| 6M | +6.9% | +50.9% | -44.0% | +6.2% |
| YTD | +127.7% | +74.9% | +52.8% | +124.0% |
| 1Y | +144.5% | +86.9% | +57.6% | +136.3% |
| All | +144.5% | +84.4% | +60.1% | +136.3% |
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