+360.5%
BE vs HUM
+31.0%
+329.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.6% | +7.2% |
| 7D | +20.0% | +4.2% | +15.8% | +20.5% |
| 30D | +7.9% | +10.4% | -2.5% | +9.3% |
| 3M | -13.2% | +15.1% | -28.3% | -10.6% |
| 6M | +53.5% | +120.9% | -67.5% | +80.2% |
| YTD | +191.0% | +57.9% | +133.1% | +217.1% |
| 1Y | +360.5% | +30.6% | +330.0% | +376.5% |
| All | +360.5% | +31.0% | +329.5% | +376.5% |
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