+30.6%
HUM vs MSFU
-18.4%
+49.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +2.9% | -1.2% |
| 7D | +4.2% | -5.7% | +9.8% | +4.2% |
| 30D | +10.4% | +4.2% | +6.2% | +10.3% |
| 3M | +15.1% | +27.9% | -12.8% | +14.6% |
| 6M | +120.9% | +37.1% | +83.8% | +118.6% |
| YTD | +57.9% | -7.4% | +65.3% | +53.6% |
| 1Y | +30.6% | -19.6% | +50.2% | +33.9% |
| All | +30.6% | -18.4% | +49.0% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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