+1,480.5%
BA vs HUM
+6,207.0%
-4,726.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.3% |
| 7D | -1.4% | +6.9% | -8.3% | -2.6% |
| 30D | -7.9% | +3.2% | -11.1% | -8.5% |
| 3M | -25.2% | +20.0% | -45.1% | -27.8% |
| 6M | -26.7% | +63.5% | -90.2% | -33.5% |
| YTD | -19.6% | +75.9% | -95.5% | -28.8% |
| 1Y | -10.6% | +85.7% | -96.3% | -21.7% |
| 3Y | -11.2% | -6.1% | -5.1% | -14.6% |
| 5Y | -20.4% | +5.1% | -25.6% | -26.1% |
| 10Y | +26.8% | +151.6% | -124.8% | +1.2% |
| All | +1,480.5% | +6,207.0% | -4,726.5% | +595.2% |
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