+5,556.9%
HUM vs TECH
+100,802.5%
-95,245.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.7% |
| 7D | -0.2% | -0.1% | -0.2% | -0.2% |
| 30D | +3.7% | +0.3% | +3.4% | +3.7% |
| 3M | +10.4% | +32.9% | -22.5% | +5.6% |
| 6M | +125.7% | +32.1% | +93.7% | +114.4% |
| YTD | +57.3% | +23.4% | +34.0% | +50.7% |
| 1Y | +48.6% | +34.1% | +14.6% | +40.3% |
| 3Y | -11.3% | +2.2% | -13.5% | -14.3% |
| 5Y | +0.8% | -41.8% | +42.6% | +4.2% |
| 10Y | +146.7% | +188.9% | -42.2% | +101.7% |
| All | +5,556.9% | +100,802.5% | -95,245.6% | +2,934.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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