+49.2%
HUM vs AON
-16.9%
+66.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.7% | +3.9% | +2.8% |
| 7D | +2.1% | -6.3% | +8.4% | +4.1% |
| 30D | +5.4% | -14.1% | +19.5% | +10.1% |
| 3M | +11.4% | -9.5% | +20.9% | +13.3% |
| 6M | +141.5% | -4.0% | +145.5% | +138.2% |
| YTD | +61.2% | -13.8% | +75.0% | +65.1% |
| 1Y | +49.2% | -18.3% | +67.4% | +65.5% |
| All | +49.2% | -16.9% | +66.1% | +65.5% |
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