+9.1%
EQT vs HUM
+47.4%
-38.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -1.2% | -1.4% | +0.3% | -1.0% |
| 30D | +1.1% | +7.5% | -6.4% | +0.5% |
| 3M | +4.8% | +10.2% | -5.4% | +3.7% |
| 6M | -10.6% | +132.5% | -143.1% | -18.5% |
| YTD | +3.4% | +57.6% | -54.2% | -1.1% |
| All | +9.1% | +47.4% | -38.3% | +4.5% |
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