+368.6%
ASX vs HUM
-5.3%
+373.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.5% | -2.1% |
| 7D | +12.4% | +3.7% | +8.6% | +12.3% |
| 30D | -19.8% | +5.5% | -25.3% | -20.0% |
| 3M | -10.3% | +17.1% | -27.5% | -10.7% |
| 6M | +1.2% | +48.3% | -47.0% | +1.0% |
| YTD | +123.0% | +77.4% | +45.7% | +122.0% |
| 1Y | +145.4% | +92.6% | +52.9% | +144.4% |
| 3Y | +368.6% | -6.1% | +374.7% | +333.8% |
| All | +368.6% | -5.3% | +373.9% | +333.8% |
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