+0.8%
HUM vs AVAV
+33.5%
-32.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.4% | +4.6% | -0.5% |
| 7D | -0.2% | -3.2% | +2.9% | -0.1% |
| 30D | +3.7% | -25.6% | +29.3% | +5.4% |
| 3M | +10.4% | -20.2% | +30.6% | +11.3% |
| 6M | +125.7% | -38.1% | +163.8% | +130.2% |
| YTD | +57.3% | -41.8% | +99.1% | +60.3% |
| 1Y | +48.6% | -39.0% | +87.7% | +51.3% |
| 3Y | -11.3% | +24.1% | -35.4% | -14.7% |
| 5Y | +0.8% | +53.0% | -52.2% | -7.2% |
| All | +0.8% | +33.5% | -32.7% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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