+9.1%
HUM vs TPG
+74.1%
-65.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.6% | +0.6% | +2.1% |
| 7D | +2.1% | -9.4% | +11.5% | +3.1% |
| 30D | +5.4% | -5.3% | +10.7% | +5.9% |
| 3M | +11.4% | +12.9% | -1.5% | +9.6% |
| 6M | +141.5% | +20.1% | +121.4% | +135.6% |
| YTD | +61.2% | -22.5% | +83.7% | +64.6% |
| 1Y | +49.2% | -19.7% | +68.8% | +51.5% |
| 3Y | -9.0% | +81.2% | -90.2% | -12.5% |
| All | +9.1% | +74.1% | -65.0% | -0.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling