+1,978.3%
NOW vs HUM
+527.6%
+1,450.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.3% |
| 7D | +0.3% | +3.7% | -3.5% | -0.5% |
| 30D | -27.0% | +5.5% | -32.5% | -27.8% |
| 3M | -19.6% | +17.1% | -36.8% | -22.6% |
| 6M | +17.5% | +48.3% | -30.8% | +7.2% |
| YTD | -33.3% | +77.4% | -110.6% | -42.2% |
| 1Y | -39.8% | +92.6% | -132.4% | -49.0% |
| 3Y | -19.9% | -6.1% | -13.8% | -21.9% |
| 5Y | -26.1% | +6.2% | -32.3% | -32.2% |
| 10Y | +518.7% | +153.6% | +365.1% | +347.9% |
| All | +1,978.3% | +527.6% | +1,450.7% | +1,289.4% |
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