+49.2%
HUM vs NXT
+23.4%
+25.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.9% | +0.4% | +2.3% |
| 7D | +2.1% | -1.9% | +4.0% | +2.0% |
| 30D | +5.4% | -20.0% | +25.4% | +4.3% |
| 3M | +11.4% | -30.7% | +42.2% | +9.7% |
| 6M | +141.5% | -29.0% | +170.5% | +137.7% |
| YTD | +61.2% | -4.8% | +66.0% | +59.9% |
| 1Y | +49.2% | +22.8% | +26.4% | +66.5% |
| All | +49.2% | +23.4% | +25.8% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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