+23.9%
HUM vs AMIX
-99.9%
+123.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.8% | -5.3% | +3.6% |
| 7D | +4.8% | +11.4% | -6.6% | +4.9% |
| 30D | +1.6% | -40.5% | +42.2% | +1.3% |
| 3M | +13.8% | -80.1% | +93.9% | +12.5% |
| 6M | +60.0% | -74.8% | +134.9% | +63.2% |
| YTD | +72.7% | -84.0% | +156.7% | +76.1% |
| 1Y | +86.1% | -89.7% | +175.8% | +89.8% |
| All | +23.9% | -99.9% | +123.9% | +29.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling