+780.7%
HBAN vs HUM
+5,678.7%
-4,898.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.3% |
| 7D | -1.0% | +2.1% | -3.1% | -1.4% |
| 30D | -5.6% | +5.4% | -11.0% | -6.7% |
| 3M | -1.1% | +11.4% | -12.6% | -3.6% |
| 6M | +9.9% | +141.5% | -131.6% | -9.8% |
| YTD | -0.9% | +61.2% | -62.1% | -12.1% |
| 1Y | -1.4% | +49.2% | -50.5% | -11.6% |
| 3Y | +78.2% | -9.0% | +87.3% | +71.7% |
| 5Y | +37.0% | +7.2% | +29.8% | +25.2% |
| 10Y | +158.9% | +152.7% | +6.2% | +93.3% |
| All | +780.7% | +5,678.7% | -4,898.1% | +253.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling