+10.7%
DHR vs HUM
+51.1%
-40.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | +0.4% | +1.6% | -1.2% | +0.2% |
| 30D | +6.2% | +3.5% | +2.7% | +5.8% |
| 3M | +20.8% | +15.5% | +5.3% | +19.2% |
| 6M | +35.5% | +76.2% | -40.7% | +27.5% |
| YTD | +3.2% | +64.5% | -61.3% | -3.2% |
| 1Y | +10.7% | +50.0% | -39.3% | +5.1% |
| All | +10.7% | +51.1% | -40.4% | +5.1% |
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