+15.7%
GEHC vs HUM
+51.1%
-35.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.1% | +6.5% | +6.4% |
| 7D | +13.2% | +1.6% | +11.6% | +13.1% |
| 30D | +30.6% | +3.5% | +27.1% | +30.2% |
| 3M | +22.2% | +15.5% | +6.7% | +21.2% |
| 6M | +40.8% | +76.2% | -35.4% | +33.5% |
| YTD | +4.8% | +64.5% | -59.7% | -1.4% |
| 1Y | +15.7% | +50.0% | -34.3% | +10.8% |
| All | +15.7% | +51.1% | -35.4% | +10.8% |
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