+3,361.5%
ASX vs HUM
+4,606.6%
-1,245.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.5% | -2.3% |
| 7D | +12.4% | +3.7% | +8.6% | +11.7% |
| 30D | -19.8% | +5.5% | -25.3% | -20.5% |
| 3M | -10.3% | +17.1% | -27.5% | -12.8% |
| 6M | +1.2% | +48.3% | -47.0% | -5.7% |
| YTD | +123.0% | +77.4% | +45.7% | +99.0% |
| 1Y | +145.4% | +92.6% | +52.9% | +115.6% |
| 3Y | +368.6% | -6.1% | +374.7% | +353.1% |
| 5Y | +486.0% | +6.2% | +479.8% | +443.1% |
| 10Y | +941.0% | +153.6% | +787.4% | +703.0% |
| All | +3,361.5% | +4,606.6% | -1,245.1% | +1,636.9% |
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