+25.7%
LIN vs HUM
+78.8%
-53.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | +0.3% |
| 7D | +2.0% | +4.8% | -2.8% | +2.0% |
| 30D | +7.9% | +1.6% | +6.2% | +7.9% |
| 3M | +6.3% | +13.8% | -7.5% | +6.2% |
| 6M | +6.5% | +60.0% | -53.5% | +6.3% |
| YTD | +23.6% | +72.7% | -49.1% | +24.9% |
| 1Y | +25.7% | +86.1% | -60.4% | +24.5% |
| All | +25.7% | +78.8% | -53.1% | +24.5% |
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