+146.7%
HUM vs SUI
+104.7%
+41.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.4% |
| 7D | -0.2% | -4.3% | +4.1% | +1.0% |
| 30D | +3.7% | -2.1% | +5.8% | +4.3% |
| 3M | +10.4% | -6.1% | +16.5% | +12.1% |
| 6M | +125.7% | -12.8% | +138.5% | +133.7% |
| YTD | +57.3% | -4.6% | +62.0% | +58.3% |
| 1Y | +48.6% | -7.7% | +56.3% | +50.9% |
| 3Y | -11.3% | +10.9% | -22.3% | -16.9% |
| 5Y | +0.8% | -32.4% | +33.2% | +11.8% |
| 10Y | +146.7% | +105.7% | +41.0% | +125.6% |
| All | +146.7% | +104.7% | +41.9% | +125.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling