+26.0%
C vs HUM
+51.1%
-25.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | +1.1% | +1.6% | -0.5% | +0.9% |
| 30D | -2.4% | +3.5% | -6.0% | -2.9% |
| 3M | -8.4% | +15.5% | -23.9% | -10.1% |
| 6M | +0.3% | +76.2% | -75.9% | -6.6% |
| YTD | +9.1% | +64.5% | -55.4% | +0.2% |
| 1Y | +26.0% | +50.0% | -24.0% | +17.8% |
| All | +26.0% | +51.1% | -25.0% | +17.8% |
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