+11,530.6%
LIN vs HUM
+8,245.6%
+3,285.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | -0.3% |
| 7D | +2.0% | +4.8% | -2.8% | +1.2% |
| 30D | +7.9% | +1.6% | +6.2% | +7.5% |
| 3M | +6.3% | +13.8% | -7.5% | +3.9% |
| 6M | +6.5% | +60.0% | -53.5% | -1.6% |
| YTD | +23.6% | +72.7% | -49.1% | +11.6% |
| 1Y | +25.7% | +86.1% | -60.4% | +12.1% |
| 3Y | +35.6% | -7.8% | +43.5% | +31.5% |
| 5Y | +65.9% | +2.7% | +63.1% | +56.2% |
| 10Y | +412.1% | +147.3% | +264.8% | +315.1% |
| All | +11,530.6% | +8,245.6% | +3,285.0% | +5,204.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling