+48.3%
HUM vs PLTD
-34.3%
+82.6%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.2% | -0.7% | +1.4% |
| 7D | +3.7% | -4.8% | +8.5% | +3.8% |
| 30D | +5.5% | +16.9% | -11.3% | +5.3% |
| 3M | +17.1% | +2.6% | +14.5% | +17.5% |
| 6M | +48.3% | -36.2% | +84.5% | +52.2% |
| All | +48.3% | -34.3% | +82.6% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 6mo: compounded portfolio wealth divided by compounded PLTD 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…
6mo analysis · Full analysis span regression · 6 months rolling