+30.6%
HUM vs MSCI
+4.9%
+25.7%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | +4.2% | +0.4% | +3.8% | +4.1% |
| 30D | +10.4% | +0.6% | +9.8% | +10.2% |
| 3M | +15.1% | -7.1% | +22.1% | +16.5% |
| 6M | +120.9% | +0.8% | +120.1% | +117.1% |
| YTD | +57.9% | +1.0% | +56.9% | +52.8% |
| 1Y | +30.6% | +4.3% | +26.2% | +24.5% |
| All | +30.6% | +4.9% | +25.7% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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