+30.6%
HUM vs DINO
+111.1%
-80.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.2% |
| 7D | +4.2% | +5.7% | -1.6% | +4.0% |
| 30D | +10.4% | +27.8% | -17.5% | +9.5% |
| 3M | +15.1% | +45.6% | -30.6% | +12.8% |
| 6M | +120.9% | +88.5% | +32.5% | +114.4% |
| YTD | +57.9% | +134.1% | -76.2% | +51.2% |
| 1Y | +30.6% | +111.1% | -80.6% | +27.4% |
| All | +30.6% | +111.1% | -80.5% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 1y: compounded portfolio wealth divided by compounded DINO 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…
1y analysis · Full analysis span regression · 6 months rolling