+977.1%
BE vs HUM
+36.0%
+941.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.6% |
| 7D | +23.9% | -0.2% | +24.2% | +24.0% |
| 30D | +27.8% | +3.7% | +24.1% | +26.6% |
| 3M | +3.7% | +10.4% | -6.7% | +0.8% |
| 6M | +78.0% | +125.7% | -47.8% | +38.6% |
| YTD | +209.9% | +57.3% | +152.6% | +163.6% |
| 1Y | +389.6% | +48.6% | +341.0% | +316.4% |
| 3Y | +1,730.6% | -11.3% | +1,741.9% | +1,739.7% |
| 5Y | +1,227.8% | +0.8% | +1,227.0% | +1,058.6% |
| All | +977.1% | +36.0% | +941.1% | +624.7% |
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 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