+4.8%
HUM vs GEN
+21.5%
-16.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -1.4% | -4.3% | +2.9% | -0.6% |
| 30D | +7.5% | +3.8% | +3.7% | +6.6% |
| 3M | +10.2% | +22.3% | -12.1% | +5.9% |
| 6M | +132.5% | +39.0% | +93.6% | +117.3% |
| YTD | +57.6% | +11.9% | +45.7% | +52.1% |
| 1Y | +48.6% | +4.5% | +44.1% | +44.7% |
| 3Y | -11.2% | +59.0% | -70.1% | -18.8% |
| 5Y | +4.8% | +22.0% | -17.2% | +0.9% |
| All | +4.8% | +21.5% | -16.7% | +0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling