+49.2%
HUM vs RVTY
+50.6%
-1.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.8% | -0.5% | +1.6% |
| 7D | +2.1% | -4.5% | +6.6% | +3.1% |
| 30D | +5.4% | +5.5% | -0.1% | +4.0% |
| 3M | +11.4% | +22.5% | -11.1% | +6.0% |
| 6M | +141.5% | +38.9% | +102.6% | +121.1% |
| YTD | +61.2% | +28.7% | +32.4% | +50.6% |
| 1Y | +49.2% | +45.5% | +3.7% | +37.0% |
| All | +49.2% | +50.6% | -1.5% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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