+30.6%
HUM vs BBY
+27.1%
+3.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.2% | -4.4% | -1.5% |
| 7D | +4.2% | +9.5% | -5.3% | +3.2% |
| 30D | +10.4% | +6.8% | +3.5% | +9.5% |
| 3M | +15.1% | +28.9% | -13.8% | +11.4% |
| 6M | +120.9% | +37.8% | +83.1% | +111.7% |
| YTD | +57.9% | +38.7% | +19.2% | +51.4% |
| 1Y | +30.6% | +23.7% | +6.9% | +33.2% |
| All | +30.6% | +27.1% | +3.5% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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