+50.0%
NET vs HUM
+123.1%
-73.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.7% | -2.0% |
| 7D | -7.0% | +4.2% | -11.1% | -6.7% |
| 30D | -4.8% | +10.4% | -15.2% | -4.2% |
| 3M | +3.8% | +15.1% | -11.2% | +5.6% |
| 6M | +50.0% | +120.9% | -70.9% | +44.4% |
| All | +50.0% | +123.1% | -73.1% | +44.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling