+1,022.8%
NBIS vs HUM
+55.6%
+967.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -3.8% | -1.5% |
| 7D | -0.8% | +2.1% | -2.9% | -0.8% |
| 30D | -13.4% | +5.4% | -18.8% | -13.3% |
| 3M | +1.0% | +11.4% | -10.4% | +1.6% |
| 6M | +100.5% | +141.5% | -41.0% | +121.8% |
| YTD | +168.3% | +61.2% | +107.1% | +176.8% |
| 1Y | +151.8% | +49.2% | +102.6% | +154.7% |
| All | +1,022.8% | +55.6% | +967.2% | +1,011.1% |
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