+60.8%
LIN vs HUM
+2.1%
+58.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.0% |
| 7D | -3.5% | +2.1% | -5.5% | -3.6% |
| 30D | -4.1% | +4.7% | -8.8% | -4.5% |
| 3M | -6.4% | +13.5% | -19.9% | -7.5% |
| 6M | -2.4% | +126.7% | -129.1% | -9.6% |
| YTD | +10.9% | +58.5% | -47.6% | +6.1% |
| 1Y | 0.0% | +31.7% | -31.7% | -2.7% |
| 3Y | +25.8% | -10.6% | +36.5% | +27.9% |
| 5Y | +60.8% | +2.5% | +58.4% | +52.0% |
| All | +60.8% | +2.1% | +58.7% | +52.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling