+5.1%
HUM vs HAS
+54.3%
-49.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.1% | +1.7% |
| 7D | +6.9% | +2.0% | +4.9% | +6.7% |
| 30D | +3.2% | +30.9% | -27.7% | +0.9% |
| 3M | +20.0% | +28.8% | -8.8% | +17.4% |
| 6M | +63.5% | +32.3% | +31.1% | +59.5% |
| YTD | +75.9% | +54.7% | +21.2% | +68.9% |
| 1Y | +85.7% | +63.2% | +22.5% | +77.5% |
| 3Y | -6.1% | +220.7% | -226.8% | -15.5% |
| 5Y | +5.1% | +53.3% | -48.2% | +4.1% |
| All | +5.1% | +54.3% | -49.2% | +4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling