+27.3%
LIN vs HUM
+51.1%
-23.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +3.3% | +1.6% | +1.7% | +3.3% |
| 30D | +8.8% | +3.5% | +5.3% | +8.7% |
| 3M | +8.6% | +15.5% | -6.9% | +8.5% |
| 6M | +7.0% | +76.2% | -69.2% | +6.5% |
| YTD | +24.3% | +64.5% | -40.3% | +25.4% |
| 1Y | +27.3% | +50.0% | -22.8% | +28.8% |
| All | +27.3% | +51.1% | -23.8% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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