+50.0%
BMY vs HUM
+31.0%
+19.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.6% | -1.9% |
| 7D | +0.4% | +4.2% | -3.8% | +0.4% |
| 30D | +5.0% | +10.4% | -5.4% | +5.0% |
| 3M | +19.4% | +15.1% | +4.3% | +19.3% |
| 6M | +9.5% | +120.9% | -111.4% | +9.0% |
| YTD | +28.1% | +57.9% | -29.9% | +27.3% |
| 1Y | +50.0% | +30.6% | +19.4% | +43.2% |
| All | +50.0% | +31.0% | +19.0% | +43.2% |
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