+12.9%
HUM vs AMIX
-99.9%
+112.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.8% |
| 7D | -0.2% | +1.6% | -1.8% | -0.2% |
| 30D | +3.7% | -50.8% | +54.5% | +3.2% |
| 3M | +10.4% | -46.3% | +56.7% | +13.3% |
| 6M | +125.7% | -49.9% | +175.6% | +131.8% |
| YTD | +57.3% | -60.4% | +117.8% | +61.5% |
| 1Y | +48.6% | -81.7% | +130.3% | +52.7% |
| All | +12.9% | -99.9% | +112.8% | +18.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling