+1,040.6%
NBIS vs HUM
+52.1%
+988.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.2% | -5.3% | -5.1% |
| 7D | +8.3% | -1.4% | +9.7% | +8.3% |
| 30D | +18.1% | +7.5% | +10.6% | +18.2% |
| 3M | +7.8% | +10.2% | -2.5% | +8.5% |
| 6M | +136.6% | +132.5% | +4.0% | +160.9% |
| YTD | +172.5% | +57.6% | +114.9% | +181.1% |
| 1Y | +144.3% | +48.6% | +95.7% | +148.3% |
| All | +1,040.6% | +52.1% | +988.4% | +1,028.4% |
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