+6,277.2%
HUM vs HAS
+4,718.5%
+1,558.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.6% |
| 7D | +3.7% | +1.4% | +2.4% | +3.4% |
| 30D | +5.5% | +26.3% | -20.8% | +0.4% |
| 3M | +17.1% | +25.6% | -8.5% | +11.6% |
| 6M | +48.3% | +30.3% | +18.0% | +39.7% |
| YTD | +77.4% | +50.4% | +27.0% | +61.2% |
| 1Y | +92.6% | +57.7% | +34.8% | +73.3% |
| 3Y | -6.1% | +213.4% | -219.5% | -28.7% |
| 5Y | +6.2% | +49.1% | -42.8% | -7.4% |
| 10Y | +153.6% | +98.5% | +55.1% | +96.6% |
| All | +6,277.2% | +4,718.5% | +1,558.8% | +2,356.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling