+13.8%
HUM vs AMIX
-99.9%
+113.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +2.1% | -3.4% | +5.5% | +2.1% |
| 30D | +4.7% | -54.4% | +59.1% | +4.1% |
| 3M | +13.5% | -45.7% | +59.2% | +16.5% |
| 6M | +126.7% | -49.2% | +175.8% | +132.7% |
| YTD | +58.5% | -60.3% | +118.9% | +62.8% |
| 1Y | +31.7% | -81.4% | +113.1% | +35.3% |
| All | +13.8% | -99.9% | +113.7% | +19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling