+529.2%
ASX vs HUM
+4.8%
+524.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.9% | +4.7% | +6.5% |
| 7D | +0.8% | +6.9% | -6.1% | +0.5% |
| 30D | -20.4% | +3.2% | -23.6% | -20.6% |
| 3M | -2.1% | +20.0% | -22.1% | -3.0% |
| 6M | +8.2% | +63.5% | -55.2% | +6.1% |
| YTD | +137.3% | +75.9% | +61.3% | +131.4% |
| 1Y | +155.0% | +85.7% | +69.3% | +148.0% |
| 3Y | +397.9% | -6.1% | +404.0% | +401.4% |
| 5Y | +529.2% | +5.1% | +524.1% | +495.6% |
| All | +529.2% | +4.8% | +524.5% | +495.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling