+31,987.2%
AVGO vs HUM
+1,300.6%
+30,686.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.4% | -1.0% |
| 7D | -0.8% | -0.2% | -0.5% | -0.7% |
| 30D | -13.7% | +3.7% | -17.4% | -14.5% |
| 3M | -6.9% | +10.4% | -17.3% | -9.3% |
| 6M | +5.8% | +125.7% | -120.0% | -13.3% |
| YTD | +5.7% | +57.3% | -51.7% | -7.0% |
| 1Y | +9.0% | +48.6% | -39.6% | -3.6% |
| 3Y | +340.5% | -11.3% | +351.8% | +327.8% |
| 5Y | +711.1% | +0.8% | +710.2% | +629.3% |
| 10Y | +2,856.4% | +146.7% | +2,709.7% | +1,830.0% |
| All | +31,987.2% | +1,300.6% | +30,686.7% | +13,520.7% |
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