+30.6%
HUM vs RMD
-14.6%
+45.2%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -1.2% |
| 7D | +4.2% | -5.0% | +9.1% | +5.0% |
| 30D | +10.4% | +2.2% | +8.1% | +9.7% |
| 3M | +15.1% | +17.8% | -2.8% | +7.9% |
| 6M | +120.9% | -11.3% | +132.3% | +140.5% |
| YTD | +57.9% | -4.4% | +62.4% | +61.4% |
| 1Y | +30.6% | -15.7% | +46.3% | +51.5% |
| All | +30.6% | -14.6% | +45.2% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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