+50.0%
HUM vs LNT
+13.9%
+36.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -0.2% |
| 7D | +1.6% | +7.2% | -5.6% | +1.3% |
| 30D | +3.5% | +15.6% | -12.1% | +2.7% |
| 3M | +15.5% | +5.2% | +10.3% | +14.7% |
| 6M | +76.2% | +1.7% | +74.6% | +75.5% |
| YTD | +64.5% | +17.0% | +47.5% | +49.7% |
| 1Y | +50.0% | +14.2% | +35.8% | +39.1% |
| All | +50.0% | +13.9% | +36.1% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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