+1,029.3%
HUM vs ACWI
+341.7%
+687.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | +7.7% | +2.7% | +5.1% | +5.6% |
| 30D | +5.8% | -2.6% | +8.4% | +7.6% |
| 3M | +14.3% | -3.2% | +17.5% | +16.9% |
| 6M | +50.9% | +1.9% | +49.0% | +48.2% |
| YTD | +74.9% | +11.3% | +63.5% | +60.2% |
| 1Y | +86.9% | +11.7% | +75.2% | +71.0% |
| 3Y | -6.7% | +74.4% | -81.1% | -40.0% |
| 5Y | +4.8% | +59.5% | -54.7% | -29.3% |
| 10Y | +150.1% | +225.2% | -75.2% | -3.2% |
| All | +1,029.3% | +341.7% | +687.6% | +226.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling