+59.1%
DAL vs HUM
+78.8%
-19.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.5% | -3.1% | +0.1% |
| 7D | +10.7% | +4.8% | +5.9% | +10.1% |
| 30D | +12.5% | +1.6% | +10.9% | +12.3% |
| 3M | +3.6% | +13.8% | -10.2% | +2.1% |
| 6M | +26.7% | +60.0% | -33.3% | +19.7% |
| YTD | +34.3% | +72.7% | -38.4% | +25.5% |
| 1Y | +59.1% | +86.1% | -27.0% | +41.8% |
| All | +59.1% | +78.8% | -19.7% | +41.8% |
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