+49.2%
HUM vs NDAQ
-2.2%
+51.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.8% | +2.4% |
| 7D | +2.1% | -5.6% | +7.6% | +3.5% |
| 30D | +5.4% | -4.4% | +9.7% | +6.5% |
| 3M | +11.4% | +5.9% | +5.5% | +9.2% |
| 6M | +141.5% | +7.7% | +133.8% | +134.8% |
| YTD | +61.2% | -5.2% | +66.3% | +60.1% |
| 1Y | +49.2% | -3.4% | +52.5% | +48.6% |
| All | +49.2% | -2.2% | +51.3% | +48.6% |
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