+8.0%
HUM vs PAAS
+48.6%
-40.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.4% |
| 7D | +3.7% | -8.9% | +12.7% | +4.0% |
| 30D | +5.5% | -11.4% | +16.9% | +5.9% |
| 3M | +17.1% | -20.4% | +37.6% | +17.9% |
| 6M | +48.3% | -40.7% | +89.0% | +50.3% |
| YTD | +77.4% | -26.9% | +104.3% | +78.5% |
| 1Y | +92.6% | -3.1% | +95.6% | +92.5% |
| 3Y | -6.1% | +199.3% | -205.4% | -12.0% |
| All | +8.0% | +48.6% | -40.6% | +11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling