+30.6%
HUM vs APTV
-39.9%
+70.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.1% | -4.3% | -1.5% |
| 7D | +4.2% | +4.8% | -0.7% | +3.7% |
| 30D | +10.4% | +2.0% | +8.4% | +10.0% |
| 3M | +15.1% | -34.2% | +49.3% | +18.4% |
| 6M | +120.9% | -34.7% | +155.6% | +131.8% |
| YTD | +57.9% | -37.0% | +94.9% | +63.5% |
| 1Y | +30.6% | -40.4% | +71.0% | +36.9% |
| All | +30.6% | -39.9% | +70.5% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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