+1,999.4%
HUM vs RMD
+35,478.8%
-33,479.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -0.2% | -4.7% | +4.5% | +0.6% |
| 30D | +3.7% | +0.2% | +3.5% | +3.6% |
| 3M | +10.4% | +12.0% | -1.6% | +7.8% |
| 6M | +125.7% | -12.5% | +138.3% | +129.6% |
| YTD | +57.3% | -7.9% | +65.3% | +58.6% |
| 1Y | +48.6% | -20.4% | +69.0% | +53.6% |
| 3Y | -11.3% | +53.1% | -64.4% | -19.8% |
| 5Y | +0.8% | -22.1% | +22.9% | +1.3% |
| 10Y | +146.7% | +275.4% | -128.8% | +88.4% |
| All | +1,999.4% | +35,478.8% | -33,479.4% | +838.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling