+3,327.9%
HUM vs FFIV
+7,502.3%
-4,174.4%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +2.1% | -1.5% | +3.6% | +2.2% |
| 30D | +4.7% | -2.7% | +7.3% | +4.9% |
| 3M | +13.5% | -1.7% | +15.2% | +13.6% |
| 6M | +126.7% | +36.1% | +90.6% | +120.1% |
| YTD | +58.5% | +52.6% | +5.9% | +52.1% |
| 1Y | +31.7% | +21.5% | +10.2% | +28.8% |
| 3Y | -10.6% | +142.7% | -153.3% | -18.5% |
| 5Y | +2.5% | +92.6% | -90.1% | -5.3% |
| 10Y | +148.7% | +225.5% | -76.8% | +117.7% |
| All | +3,327.9% | +7,502.3% | -4,174.4% | +2,030.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FFIV 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling