+476.3%
ASX vs HUM
-11.5%
+487.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.5% |
| 7D | +11.1% | -0.2% | +11.3% | +11.1% |
| 30D | +9.6% | +3.7% | +5.9% | +9.6% |
| 3M | +18.6% | +10.4% | +8.2% | +18.7% |
| 6M | +92.1% | +125.7% | -33.6% | +92.7% |
| YTD | +158.5% | +57.3% | +101.1% | +158.8% |
| 1Y | +271.9% | +48.6% | +223.3% | +272.0% |
| All | +476.3% | -11.5% | +487.8% | +424.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling