-9.0%
HUM vs TPG
+81.8%
-90.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.6% | +0.6% | +2.1% |
| 7D | +2.1% | -9.4% | +11.5% | +3.3% |
| 30D | +5.4% | -5.3% | +10.7% | +5.9% |
| 3M | +11.4% | +12.9% | -1.5% | +9.2% |
| 6M | +141.5% | +20.1% | +121.4% | +134.1% |
| YTD | +61.2% | -22.5% | +83.7% | +65.6% |
| 1Y | +49.2% | -19.7% | +68.8% | +52.1% |
| 3Y | -9.0% | +81.2% | -90.2% | +3.2% |
| All | -9.0% | +81.8% | -90.9% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 3y: compounded portfolio wealth divided by compounded TPG 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…
3y analysis · Full analysis span regression · 6 months rolling