+836.9%
HOOD vs HUM
-5.3%
+842.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.4% | -5.7% | -4.5% |
| 7D | -3.8% | +3.7% | -7.5% | -4.4% |
| 30D | -23.0% | +5.5% | -28.5% | -23.7% |
| 3M | -21.6% | +17.1% | -38.8% | -23.8% |
| 6M | +1.4% | +48.3% | -46.8% | -5.0% |
| YTD | -31.2% | +77.4% | -108.5% | -38.6% |
| 1Y | -35.9% | +92.6% | -128.5% | -43.9% |
| 3Y | +836.9% | -6.1% | +843.1% | +763.6% |
| All | +836.9% | -5.3% | +842.3% | +763.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling