+30.6%
HUM vs AFRM
-15.0%
+45.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -1.2% |
| 7D | +4.2% | -7.0% | +11.1% | +4.2% |
| 30D | +10.4% | -7.8% | +18.2% | +10.5% |
| 3M | +15.1% | +5.3% | +9.7% | +14.7% |
| 6M | +120.9% | +42.6% | +78.3% | +115.5% |
| YTD | +57.9% | -2.8% | +60.7% | +54.1% |
| 1Y | +30.6% | -19.3% | +49.9% | +20.8% |
| All | +30.6% | -15.0% | +45.6% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 1y: compounded portfolio wealth divided by compounded AFRM 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…
1y analysis · Full analysis span regression · 6 months rolling