+103.6%
HAL vs HUM
+0.5%
+103.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.0% | -2.9% |
| 7D | -3.3% | -1.4% | -1.8% | -3.1% |
| 30D | +7.2% | +7.5% | -0.3% | +6.3% |
| 3M | -8.8% | +10.2% | -19.0% | -10.0% |
| 6M | +3.0% | +132.5% | -129.6% | -7.2% |
| YTD | +29.4% | +57.6% | -28.2% | +21.5% |
| 1Y | +62.8% | +48.6% | +14.2% | +53.6% |
| 3Y | -6.4% | -11.2% | +4.7% | -6.5% |
| 5Y | +103.6% | +4.8% | +98.8% | +87.4% |
| All | +103.6% | +0.5% | +103.1% | +87.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling