+85.5%
HUT vs HUM
+0.5%
+85.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.7% | -5.6% |
| 7D | +2.8% | -1.4% | +4.3% | +3.2% |
| 30D | +2.1% | +7.5% | -5.4% | +0.5% |
| 3M | -14.3% | +10.2% | -24.5% | -15.8% |
| 6M | +84.2% | +132.5% | -48.3% | +55.0% |
| YTD | +97.2% | +57.6% | +39.6% | +76.2% |
| 1Y | +192.7% | +48.6% | +144.1% | +163.4% |
| 3Y | +712.6% | -11.2% | +723.7% | +759.8% |
| 5Y | +85.5% | +4.8% | +80.7% | +88.8% |
| All | +85.5% | +0.5% | +85.0% | +88.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling