+48.6%
HUM vs SUI
-6.7%
+55.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.8% |
| 7D | -0.2% | -4.3% | +4.1% | -0.5% |
| 30D | +3.7% | -2.1% | +5.8% | +3.7% |
| 3M | +10.4% | -6.1% | +16.5% | +10.3% |
| 6M | +125.7% | -12.8% | +138.5% | +127.3% |
| YTD | +57.3% | -4.6% | +62.0% | +57.1% |
| 1Y | +48.6% | -7.7% | +56.3% | +55.9% |
| All | +48.6% | -6.7% | +55.3% | +55.9% |
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