-61.1%
FISV vs HUM
+31.0%
-92.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.6% |
| 7D | -0.3% | +4.2% | -4.5% | -0.7% |
| 30D | -2.1% | +10.4% | -12.4% | -3.1% |
| 3M | -5.7% | +15.1% | -20.8% | -7.7% |
| 6M | -15.3% | +120.9% | -136.3% | -24.7% |
| YTD | -21.1% | +57.9% | -79.0% | -26.6% |
| 1Y | -61.1% | +30.6% | -91.6% | -63.5% |
| All | -61.1% | +31.0% | -92.1% | -63.5% |
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