+237.0%
HOOD vs HUM
-4.1%
+241.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.0% |
| 7D | +13.4% | +2.1% | +11.3% | +13.0% |
| 30D | +25.8% | +4.7% | +21.1% | +24.7% |
| 3M | +38.0% | +13.5% | +24.5% | +34.7% |
| 6M | +52.2% | +126.7% | -74.5% | +28.8% |
| YTD | +3.7% | +58.5% | -54.8% | -6.5% |
| 1Y | +0.1% | +31.7% | -31.7% | -7.2% |
| 3Y | +992.6% | -10.6% | +1,003.2% | +957.5% |
| 5Y | +193.0% | +2.5% | +190.5% | +149.2% |
| All | +237.0% | -4.1% | +241.1% | +252.5% |
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 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