+50.0%
HUM vs NDAQ
+28.8%
+21.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -0.6% |
| 7D | +1.6% | +3.9% | -2.4% | +0.8% |
| 30D | +3.5% | +19.0% | -15.5% | -0.1% |
| 3M | +15.5% | +17.6% | -2.1% | +11.6% |
| 6M | +76.2% | +21.0% | +55.2% | +69.1% |
| YTD | +64.5% | +14.1% | +50.4% | +55.0% |
| 1Y | +50.0% | +29.4% | +20.6% | +36.5% |
| All | +50.0% | +28.8% | +21.2% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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