+309.8%
BE vs HUM
+50.8%
+259.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.3% | +4.4% | +6.9% |
| 7D | +9.0% | +2.1% | +7.0% | +9.3% |
| 30D | +16.3% | +5.4% | +10.9% | +16.9% |
| 3M | +10.8% | +11.4% | -0.6% | +13.1% |
| 6M | +73.2% | +141.5% | -68.3% | +109.4% |
| YTD | +217.4% | +61.2% | +156.2% | +245.8% |
| 1Y | +309.8% | +49.2% | +260.6% | +331.9% |
| All | +309.8% | +50.8% | +259.0% | +331.9% |
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