+4,369.3%
CNC vs HUM
+3,925.0%
+444.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.4% |
| 7D | -4.9% | -0.2% | -4.6% | -4.8% |
| 30D | -3.8% | +3.7% | -7.5% | -5.4% |
| 3M | -3.2% | +10.4% | -13.7% | -7.8% |
| 6M | +47.9% | +125.7% | -77.9% | +0.3% |
| YTD | +55.7% | +57.3% | -1.7% | +23.6% |
| 1Y | +106.2% | +48.6% | +57.6% | +66.7% |
| 3Y | -2.1% | -11.3% | +9.3% | -4.5% |
| 5Y | +3.4% | +0.8% | +2.6% | -6.3% |
| 10Y | +91.7% | +146.7% | -55.0% | +17.5% |
| All | +4,369.3% | +3,925.0% | +444.4% | +773.6% |
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 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