+5,600.3%
HUM vs GEN
+8,593.9%
-2,993.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +0.7% |
| 7D | +2.1% | -0.7% | +2.8% | +2.2% |
| 30D | +4.7% | +2.6% | +2.1% | +4.3% |
| 3M | +13.5% | +15.8% | -2.3% | +11.2% |
| 6M | +126.7% | +33.1% | +93.5% | +117.8% |
| YTD | +58.5% | +11.3% | +47.2% | +55.7% |
| 1Y | +31.7% | +1.7% | +30.1% | +30.8% |
| 3Y | -10.6% | +58.1% | -68.8% | -16.8% |
| 5Y | +2.5% | +20.6% | -18.1% | -2.4% |
| 10Y | +148.7% | +149.0% | -0.3% | +110.5% |
| All | +5,600.3% | +8,593.9% | -2,993.6% | +2,274.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling