+152.3%
HUM vs BEN
+56.6%
+95.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +2.1% | -3.1% | +5.2% | +2.8% |
| 30D | +5.4% | +0.2% | +5.2% | +5.3% |
| 3M | +11.4% | +6.8% | +4.6% | +9.4% |
| 6M | +141.5% | +38.1% | +103.4% | +123.0% |
| YTD | +61.2% | +44.3% | +16.8% | +47.1% |
| 1Y | +49.2% | +42.6% | +6.6% | +36.4% |
| 3Y | -9.0% | +52.3% | -61.3% | -19.7% |
| 5Y | +7.2% | +37.6% | -30.5% | -6.0% |
| All | +152.3% | +56.6% | +95.7% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling