-6.9%
HUM vs ACWI
+76.1%
-82.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.2% | +0.7% | +1.5% |
| 7D | +6.9% | -0.7% | +7.6% | +7.2% |
| 30D | +3.2% | -2.0% | +5.2% | +3.9% |
| 3M | +20.0% | -2.2% | +22.1% | +20.9% |
| 6M | +63.5% | +1.9% | +61.6% | +62.3% |
| YTD | +75.9% | +12.0% | +63.9% | +68.3% |
| 1Y | +85.7% | +12.5% | +73.2% | +77.2% |
| All | -6.9% | +76.1% | -82.9% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling