+3,552.3%
ASX vs HUM
+4,090.8%
-538.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | -0.7% | +4.2% | -4.9% | -1.4% |
| 30D | +2.0% | +10.4% | -8.4% | +0.2% |
| 3M | -1.3% | +15.1% | -16.4% | -3.8% |
| 6M | +71.4% | +120.9% | -49.5% | +48.7% |
| YTD | +135.3% | +57.9% | +77.4% | +114.5% |
| 1Y | +267.5% | +30.6% | +236.9% | +244.2% |
| 3Y | +388.5% | -9.6% | +398.1% | +373.9% |
| 5Y | +417.1% | +1.6% | +415.5% | +382.0% |
| 10Y | +872.7% | +146.4% | +726.3% | +653.8% |
| All | +3,552.3% | +4,090.8% | -538.5% | +1,771.4% |
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