+0.9%
NU vs HUM
+138.6%
-137.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.3% | -4.9% | -2.7% |
| 7D | -4.9% | +2.1% | -6.9% | -4.9% |
| 30D | +7.8% | +5.4% | +2.4% | +7.8% |
| 3M | +20.9% | +11.4% | +9.5% | +21.1% |
| 6M | +0.9% | +141.5% | -140.6% | -5.5% |
| All | +0.9% | +138.6% | -137.7% | -5.5% |
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 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