+1,926.3%
HUM vs PAAS
+1,235.6%
+690.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -1.1% |
| 7D | +4.2% | -2.9% | +7.0% | +4.3% |
| 30D | +10.4% | +6.8% | +3.6% | +10.0% |
| 3M | +15.1% | -2.9% | +17.9% | +15.0% |
| 6M | +120.9% | -16.4% | +137.4% | +121.9% |
| YTD | +57.9% | 0.0% | +57.9% | +57.1% |
| 1Y | +30.6% | +54.3% | -23.8% | +27.1% |
| 3Y | -9.6% | +230.7% | -240.3% | -16.0% |
| 5Y | +1.6% | +111.6% | -110.1% | -4.3% |
| 10Y | +146.4% | +211.7% | -65.3% | +122.6% |
| All | +1,926.3% | +1,235.6% | +690.7% | +1,699.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling