+141.5%
HUM vs AON
-5.2%
+146.7%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.7% | +3.9% | +2.6% |
| 7D | +2.1% | -6.3% | +8.4% | +3.3% |
| 30D | +5.4% | -14.1% | +19.5% | +8.2% |
| 3M | +11.4% | -9.5% | +20.9% | +12.8% |
| 6M | +141.5% | -4.0% | +145.5% | +139.1% |
| All | +141.5% | -5.2% | +146.7% | +139.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling