+30.6%
HUM vs AMIX
-81.0%
+111.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -1.2% |
| 7D | +4.2% | -13.7% | +17.9% | +4.0% |
| 30D | +10.4% | -62.1% | +72.4% | +9.4% |
| 3M | +15.1% | -46.2% | +61.2% | +18.9% |
| 6M | +120.9% | -46.4% | +167.4% | +129.3% |
| YTD | +57.9% | -60.3% | +118.2% | +63.1% |
| 1Y | +30.6% | -79.7% | +110.2% | +36.0% |
| All | +30.6% | -81.0% | +111.5% | +36.0% |
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