+1,726.2%
BE vs HUM
-9.4%
+1,735.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.3% | +4.4% | +6.7% |
| 7D | +9.0% | +2.1% | +7.0% | +9.1% |
| 30D | +16.3% | +5.4% | +10.9% | +16.4% |
| 3M | +10.8% | +11.4% | -0.6% | +11.3% |
| 6M | +73.2% | +141.5% | -68.3% | +80.2% |
| YTD | +217.4% | +61.2% | +156.2% | +224.2% |
| 1Y | +309.8% | +49.2% | +260.6% | +317.8% |
| 3Y | +1,726.2% | -9.0% | +1,735.2% | +1,870.7% |
| All | +1,726.2% | -9.4% | +1,735.5% | +1,870.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling