+5,695.2%
HUM vs DINO
+19,925.5%
-14,230.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.2% | +2.2% |
| 7D | +2.1% | +2.3% | -0.2% | +1.7% |
| 30D | +5.4% | +22.6% | -17.2% | +2.1% |
| 3M | +11.4% | +55.2% | -43.8% | +3.9% |
| 6M | +141.5% | +93.8% | +47.7% | +117.2% |
| YTD | +61.2% | +139.5% | -78.3% | +39.7% |
| 1Y | +49.2% | +115.3% | -66.2% | +31.2% |
| 3Y | -9.0% | +98.8% | -107.8% | -20.5% |
| 5Y | +7.2% | +333.5% | -326.3% | -19.6% |
| 10Y | +152.7% | +487.5% | -334.8% | +65.6% |
| All | +5,695.2% | +19,925.5% | -14,230.3% | +1,813.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling