+6,503.2%
HUM vs BRKR
+172.5%
+6,330.7%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.3% |
| 7D | +2.1% | -8.7% | +10.7% | +3.4% |
| 30D | +5.4% | -9.9% | +15.2% | +6.9% |
| 3M | +11.4% | -3.1% | +14.5% | +11.1% |
| 6M | +141.5% | +45.5% | +96.0% | +125.0% |
| YTD | +61.2% | +13.7% | +47.5% | +55.4% |
| 1Y | +49.2% | +67.4% | -18.3% | +35.1% |
| 3Y | -9.0% | -13.2% | +4.2% | -11.6% |
| 5Y | +7.2% | -39.5% | +46.7% | +8.4% |
| 10Y | +152.7% | +153.5% | -0.8% | +104.7% |
| All | +6,503.2% | +172.5% | +6,330.7% | +4,377.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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