+2,771.1%
NOW vs HUM
+458.8%
+2,312.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.7% | -2.7% |
| 7D | -2.4% | +4.2% | -6.5% | -3.2% |
| 30D | +20.5% | +10.4% | +10.1% | +17.9% |
| 3M | +18.3% | +15.1% | +3.3% | +14.4% |
| 6M | +24.1% | +120.9% | -96.9% | +3.6% |
| YTD | -7.8% | +57.9% | -65.7% | -17.9% |
| 1Y | -21.4% | +30.6% | -52.0% | -27.6% |
| 3Y | +19.5% | -9.6% | +29.1% | +16.7% |
| 5Y | +4.1% | +1.6% | +2.5% | -4.1% |
| 10Y | +826.4% | +146.4% | +680.0% | +577.5% |
| All | +2,771.1% | +458.8% | +2,312.3% | +1,873.8% |
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