+92.6%
HUM vs HAS
+58.1%
+34.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.5% |
| 7D | +3.7% | +1.4% | +2.4% | +3.6% |
| 30D | +5.5% | +26.3% | -20.8% | +3.3% |
| 3M | +17.1% | +25.6% | -8.5% | +14.4% |
| 6M | +48.3% | +30.3% | +18.0% | +44.6% |
| YTD | +77.4% | +50.4% | +27.0% | +53.7% |
| 1Y | +92.6% | +57.7% | +34.8% | +61.2% |
| All | +92.6% | +58.1% | +34.5% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 1y: compounded portfolio wealth divided by compounded HAS 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…
1y analysis · Full analysis span regression · 6 months rolling