+49.2%
HUM vs NVT
+71.6%
-22.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.6% | -2.4% | +2.1% |
| 7D | +2.1% | +4.1% | -2.0% | +1.9% |
| 30D | +5.4% | -5.1% | +10.5% | +5.6% |
| 3M | +11.4% | -1.2% | +12.6% | +11.1% |
| 6M | +141.5% | +46.6% | +94.9% | +139.5% |
| YTD | +61.2% | +60.0% | +1.2% | +61.5% |
| 1Y | +49.2% | +70.8% | -21.6% | +54.8% |
| All | +49.2% | +71.6% | -22.4% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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