+3,433.5%
ASX vs HUM
+4,540.5%
-1,107.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.5% | -3.9% |
| 7D | +22.1% | +7.7% | +14.4% | +20.6% |
| 30D | -23.8% | +5.8% | -29.5% | -24.4% |
| 3M | -7.6% | +14.3% | -22.0% | -9.8% |
| 6M | +6.9% | +50.9% | -44.0% | -0.7% |
| YTD | +127.7% | +74.9% | +52.8% | +103.7% |
| 1Y | +144.5% | +86.9% | +57.6% | +116.0% |
| 3Y | +377.8% | -6.7% | +384.5% | +362.4% |
| 5Y | +498.2% | +4.8% | +493.5% | +455.8% |
| 10Y | +962.7% | +150.1% | +812.6% | +721.8% |
| All | +3,433.5% | +4,540.5% | -1,107.0% | +1,677.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling