+1,087.0%
HUM vs BLDR
+380.2%
+706.8%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.6% |
| 7D | -0.2% | -2.7% | +2.5% | 0.0% |
| 30D | +3.7% | -14.7% | +18.4% | +5.4% |
| 3M | +10.4% | -20.8% | +31.2% | +12.7% |
| 6M | +125.7% | -35.3% | +161.1% | +134.7% |
| YTD | +57.3% | -40.3% | +97.7% | +64.8% |
| 1Y | +48.6% | -56.3% | +104.9% | +60.9% |
| 3Y | -11.3% | -56.1% | +44.8% | -6.3% |
| 5Y | +0.8% | +12.9% | -12.1% | -6.4% |
| 10Y | +146.7% | +386.5% | -239.8% | +86.2% |
| All | +1,087.0% | +380.2% | +706.8% | +575.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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