+146.7%
HUM vs PAAS
+232.4%
-85.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.3% | +4.4% | +0.4% |
| 7D | -1.4% | -3.7% | +2.3% | -1.2% |
| 30D | +7.5% | -1.9% | +9.3% | +7.5% |
| 3M | +10.2% | +15.1% | -4.9% | +9.3% |
| 6M | +132.5% | -17.1% | +149.6% | +133.8% |
| YTD | +57.6% | -1.3% | +58.9% | +56.8% |
| 1Y | +48.6% | +41.1% | +7.5% | +44.7% |
| 3Y | -11.2% | +244.2% | -255.4% | -19.3% |
| 5Y | +4.8% | +120.8% | -116.0% | -2.7% |
| All | +146.7% | +232.4% | -85.7% | +121.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling