+30.6%
HUM vs AON
-13.5%
+44.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.8% |
| 7D | +4.2% | -9.1% | +13.2% | +7.2% |
| 30D | +10.4% | -10.2% | +20.6% | +14.1% |
| 3M | +15.1% | +0.5% | +14.6% | +12.4% |
| 6M | +120.9% | -4.8% | +125.8% | +121.1% |
| YTD | +57.9% | -8.0% | +65.9% | +59.4% |
| 1Y | +30.6% | -13.1% | +43.6% | +42.1% |
| All | +30.6% | -13.5% | +44.1% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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