+68.3%
HAL vs HUM
+31.0%
+37.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | +2.9% | +4.2% | -1.2% | +2.5% |
| 30D | +17.0% | +10.4% | +6.7% | +15.7% |
| 3M | -9.7% | +15.1% | -24.7% | -11.3% |
| 6M | +8.6% | +120.9% | -112.3% | -2.1% |
| YTD | +33.0% | +57.9% | -25.0% | +24.7% |
| 1Y | +68.3% | +30.6% | +37.8% | +58.5% |
| All | +68.3% | +31.0% | +37.3% | +58.5% |
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