+276.1%
EBAY vs HUM
+152.7%
+123.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +2.2% |
| 7D | +4.2% | +2.1% | +2.1% | +3.9% |
| 30D | +5.6% | +5.4% | +0.2% | +4.7% |
| 3M | -1.4% | +11.4% | -12.8% | -3.4% |
| 6M | +18.2% | +141.5% | -123.3% | +1.2% |
| YTD | +24.8% | +61.2% | -36.3% | +13.5% |
| 1Y | +18.0% | +49.2% | -31.1% | +8.4% |
| 3Y | +160.3% | -9.0% | +169.3% | +158.0% |
| 5Y | +62.1% | +7.2% | +55.0% | +50.4% |
| All | +276.1% | +152.7% | +123.4% | +190.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling