+41.7%
HUM vs Q
+79.8%
-38.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.5% | -0.2% | +2.1% |
| 7D | +2.1% | +4.9% | -2.9% | +1.6% |
| 30D | +5.4% | -11.0% | +16.4% | +6.4% |
| 3M | +11.4% | -15.2% | +26.6% | +12.5% |
| 6M | +141.5% | +8.8% | +132.7% | +137.3% |
| YTD | +61.2% | +55.1% | +6.1% | +56.3% |
| All | +41.7% | +79.8% | -38.0% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling