+50.0%
HUM vs AMIX
-92.3%
+142.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | -0.1% |
| 7D | +1.6% | -25.1% | +26.7% | +1.3% |
| 30D | +3.5% | -54.5% | +58.0% | +2.7% |
| 3M | +15.5% | -91.7% | +107.2% | +12.9% |
| 6M | +76.2% | -79.4% | +155.6% | +81.1% |
| YTD | +64.5% | -86.1% | +150.6% | +68.4% |
| 1Y | +50.0% | -91.6% | +141.6% | +52.2% |
| All | +50.0% | -92.3% | +142.4% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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