+152.3%
HUM vs GEN
+159.8%
-7.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.3% | +2.1% |
| 7D | +2.1% | -1.3% | +3.3% | +2.3% |
| 30D | +5.4% | +6.1% | -0.7% | +4.1% |
| 3M | +11.4% | +27.0% | -15.5% | +6.2% |
| 6M | +141.5% | +43.9% | +97.6% | +124.2% |
| YTD | +61.2% | +13.0% | +48.2% | +55.9% |
| 1Y | +49.2% | +4.0% | +45.1% | +46.3% |
| 3Y | -9.0% | +66.2% | -75.2% | -18.9% |
| 5Y | +7.2% | +23.2% | -16.0% | -0.7% |
| All | +152.3% | +159.8% | -7.5% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling