+5,556.9%
HUM vs BEN
+4,825.3%
+731.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.8% | -0.3% |
| 7D | -0.2% | +3.4% | -3.6% | -1.2% |
| 30D | +3.7% | +1.8% | +1.9% | +3.1% |
| 3M | +10.4% | +8.4% | +2.0% | +7.7% |
| 6M | +125.7% | +35.6% | +90.1% | +106.6% |
| YTD | +57.3% | +46.4% | +11.0% | +40.7% |
| 1Y | +48.6% | +46.3% | +2.3% | +32.8% |
| 3Y | -11.3% | +54.6% | -65.9% | -23.9% |
| 5Y | +0.8% | +39.4% | -38.6% | -14.1% |
| 10Y | +146.7% | +57.6% | +89.1% | +90.1% |
| All | +5,556.9% | +4,825.3% | +731.6% | +1,633.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling