+52,902.4%
DHR vs HUM
+5,678.7%
+47,223.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | -0.5% |
| 7D | -3.6% | +2.1% | -5.7% | -3.9% |
| 30D | -2.7% | +5.4% | -8.1% | -3.5% |
| 3M | +10.9% | +11.4% | -0.5% | +8.9% |
| 6M | +3.0% | +141.5% | -138.5% | -10.0% |
| YTD | -12.2% | +61.2% | -73.4% | -19.1% |
| 1Y | +3.3% | +49.2% | -45.8% | -4.1% |
| 3Y | -8.2% | -9.0% | +0.8% | -10.3% |
| 5Y | -29.9% | +7.2% | -37.1% | -33.6% |
| 10Y | +208.5% | +152.7% | +55.8% | +157.2% |
| All | +52,902.4% | +5,678.7% | +47,223.7% | +25,657.6% |
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