-6.1%
HUM vs MSFU
+21.3%
-27.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.4% |
| 7D | +3.7% | -2.8% | +6.5% | +3.9% |
| 30D | +5.5% | -5.3% | +10.8% | +5.7% |
| 3M | +17.1% | +7.2% | +9.9% | +16.5% |
| 6M | +48.3% | +51.0% | -2.7% | +44.7% |
| YTD | +77.4% | -1.2% | +78.6% | +76.2% |
| 1Y | +92.6% | -10.3% | +102.9% | +93.0% |
| 3Y | -6.1% | +22.2% | -28.3% | -15.3% |
| All | -6.1% | +21.3% | -27.5% | -15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling