+30.6%
HUM vs NDAQ
+4.3%
+26.3%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.6% | -0.8% |
| 7D | +4.2% | -2.4% | +6.6% | +4.8% |
| 30D | +10.4% | +2.5% | +7.9% | +9.6% |
| 3M | +15.1% | +9.9% | +5.1% | +11.9% |
| 6M | +120.9% | +9.4% | +111.5% | +114.5% |
| YTD | +57.9% | +0.4% | +57.5% | +54.8% |
| 1Y | +30.6% | +4.0% | +26.5% | +25.2% |
| All | +30.6% | +4.3% | +26.3% | +25.2% |
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