+50.0%
HUM vs SUI
+1.6%
+48.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.2% | -5.3% | -0.4% |
| 7D | +1.6% | +10.0% | -8.5% | +1.0% |
| 30D | +3.5% | +8.4% | -4.9% | +3.1% |
| 3M | +15.5% | +0.7% | +14.8% | +14.7% |
| 6M | +76.2% | -0.9% | +77.1% | +75.2% |
| YTD | +64.5% | +0.6% | +63.9% | +62.2% |
| 1Y | +50.0% | +0.8% | +49.3% | +46.7% |
| All | +50.0% | +1.6% | +48.4% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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