+48.6%
HUM vs IBB
+42.3%
+6.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.5% |
| 7D | -1.4% | -5.2% | +3.8% | -0.1% |
| 30D | +7.5% | +1.5% | +6.0% | +6.9% |
| 3M | +10.2% | +22.1% | -11.9% | +3.9% |
| 6M | +132.5% | +17.7% | +114.8% | +120.5% |
| YTD | +57.6% | +20.2% | +37.4% | +47.4% |
| 1Y | +48.6% | +44.4% | +4.1% | +31.6% |
| All | +48.6% | +42.3% | +6.3% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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