+55.2%
EBAY vs HUM
+51.1%
+4.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.5% |
| 7D | +6.0% | +1.6% | +4.5% | +5.9% |
| 30D | +16.8% | +3.5% | +13.3% | +16.3% |
| 3M | +14.5% | +15.5% | -1.0% | +12.5% |
| 6M | +15.1% | +76.2% | -61.1% | +5.6% |
| YTD | +45.0% | +64.5% | -19.5% | +31.2% |
| 1Y | +55.2% | +50.0% | +5.2% | +41.7% |
| All | +55.2% | +51.1% | +4.1% | +41.7% |
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