-36.1%
HOOD vs HUM
+51.1%
-87.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -4.4% | +1.6% | -6.0% | -4.6% |
| 30D | -23.4% | +3.5% | -26.9% | -23.9% |
| 3M | -6.5% | +15.5% | -22.0% | -8.5% |
| 6M | +14.2% | +76.2% | -62.0% | +5.5% |
| YTD | -22.7% | +64.5% | -87.2% | -31.0% |
| 1Y | -36.1% | +50.0% | -86.1% | -39.9% |
| All | -36.1% | +51.1% | -87.2% | -39.9% |
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