-24.1%
NU vs HUM
+51.1%
-75.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.4% | +3.3% |
| 7D | +0.2% | +1.6% | -1.4% | 0.0% |
| 30D | -21.0% | +3.5% | -24.5% | -21.2% |
| 3M | -16.3% | +15.5% | -31.8% | -16.5% |
| 6M | -15.3% | +76.2% | -91.5% | -14.1% |
| YTD | -28.4% | +64.5% | -92.9% | -27.5% |
| 1Y | -24.1% | +50.0% | -74.1% | -21.5% |
| All | -24.1% | +51.1% | -75.2% | -21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling