+55.3%
BE vs HUM
+51.1%
+4.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.1% | -6.3% | -6.4% |
| 7D | -12.1% | +1.6% | -13.7% | -12.2% |
| 30D | -30.1% | +3.5% | -33.6% | -30.2% |
| 3M | -12.1% | +15.5% | -27.7% | -11.8% |
| 6M | -30.6% | +76.2% | -106.8% | -26.4% |
| YTD | +130.6% | +64.5% | +66.1% | +138.4% |
| 1Y | +55.3% | +50.0% | +5.3% | +60.5% |
| All | +55.3% | +51.1% | +4.2% | +60.5% |
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