+57.3%
HUM vs BIYA
-99.8%
+157.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.2% | +4.5% | +2.3% |
| 7D | +2.1% | -1.8% | +3.8% | +2.0% |
| 30D | +5.4% | -17.5% | +22.9% | +5.3% |
| 3M | +11.4% | -78.0% | +89.4% | +10.9% |
| 6M | +141.5% | -89.5% | +231.0% | +137.7% |
| YTD | +61.2% | -94.3% | +155.5% | +57.5% |
| 1Y | +49.2% | -98.6% | +147.7% | +39.6% |
| All | +57.3% | -99.8% | +157.0% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 5y: compounded portfolio wealth divided by compounded BIYA 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…
5y analysis · Full analysis span regression · 6 months rolling