+265.3%
HUT vs HUM
+31.0%
+234.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.4% | +6.4% |
| 7D | +17.8% | +4.2% | +13.6% | +17.2% |
| 30D | +0.8% | +10.4% | -9.5% | -0.4% |
| 3M | -26.8% | +15.1% | -41.8% | -27.2% |
| 6M | +72.6% | +120.9% | -48.4% | +66.1% |
| YTD | +103.6% | +57.9% | +45.7% | +90.3% |
| 1Y | +265.3% | +30.6% | +234.7% | +221.2% |
| All | +265.3% | +31.0% | +234.3% | +221.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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