-5.5%
ETN vs HUM
+51.1%
-56.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.1% | -9.8% | -9.9% |
| 7D | -10.1% | +1.6% | -11.7% | -10.2% |
| 30D | -18.4% | +3.5% | -21.9% | -18.4% |
| 3M | -20.4% | +15.5% | -35.9% | -20.5% |
| 6M | -16.0% | +76.2% | -92.2% | -14.9% |
| YTD | +11.8% | +64.5% | -52.8% | +10.5% |
| 1Y | -5.5% | +50.0% | -55.5% | -6.1% |
| All | -5.5% | +51.1% | -56.6% | -6.1% |
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