+5,566.9%
HUM vs AON
+4,880.3%
+686.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.1% |
| 7D | -1.4% | -5.9% | +4.5% | +0.5% |
| 30D | +7.5% | -13.7% | +21.1% | +12.3% |
| 3M | +10.2% | -8.3% | +18.5% | +12.6% |
| 6M | +132.5% | -3.6% | +136.2% | +133.6% |
| YTD | +57.6% | -12.4% | +70.0% | +63.2% |
| 1Y | +48.6% | -14.6% | +63.2% | +54.9% |
| 3Y | -11.2% | -5.7% | -5.4% | -11.0% |
| 5Y | +4.8% | +9.1% | -4.3% | -0.8% |
| 10Y | +147.1% | +208.7% | -61.6% | +67.5% |
| All | +5,566.9% | +4,880.3% | +686.6% | +1,403.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling