+5.3%
HUM vs AON
+6.4%
-1.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.7% | +3.9% | +2.8% |
| 7D | +2.1% | -6.3% | +8.4% | +4.3% |
| 30D | +5.4% | -14.1% | +19.5% | +10.8% |
| 3M | +11.4% | -9.5% | +20.9% | +14.3% |
| 6M | +141.5% | -4.0% | +145.5% | +142.0% |
| YTD | +61.2% | -13.8% | +75.0% | +67.9% |
| 1Y | +49.2% | -18.3% | +67.4% | +58.3% |
| 3Y | -9.0% | -7.2% | -1.9% | -8.0% |
| All | +5.3% | +6.4% | -1.0% | -0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling