+8.2%
NOW vs HUM
-11.5%
+19.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.3% |
| 7D | -4.1% | -0.2% | -3.9% | -4.1% |
| 30D | +2.9% | +3.7% | -0.8% | +2.7% |
| 3M | +22.6% | +10.4% | +12.2% | +21.9% |
| 6M | +7.5% | +125.7% | -118.2% | +3.2% |
| YTD | -14.4% | +57.3% | -71.8% | -16.7% |
| 1Y | -29.8% | +48.6% | -78.4% | -31.6% |
| All | +8.2% | -11.5% | +19.7% | -1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling