-9.0%
HUM vs AON
-7.5%
-1.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.7% | +3.9% | +2.8% |
| 7D | +2.1% | -6.3% | +8.4% | +4.2% |
| 30D | +5.4% | -14.1% | +19.5% | +10.5% |
| 3M | +11.4% | -9.5% | +20.9% | +14.0% |
| 6M | +141.5% | -4.0% | +145.5% | +141.1% |
| YTD | +61.2% | -13.8% | +75.0% | +67.3% |
| 1Y | +49.2% | -18.3% | +67.4% | +57.9% |
| 3Y | -9.0% | -7.2% | -1.9% | -5.1% |
| All | -9.0% | -7.5% | -1.6% | -5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling