+217.8%
INTU vs HUM
+152.7%
+65.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.3% | +0.6% | +2.3% |
| 7D | -3.3% | +2.1% | -5.4% | -3.8% |
| 30D | -3.9% | +5.4% | -9.3% | -5.1% |
| 3M | +16.6% | +11.4% | +5.2% | +13.1% |
| 6M | -26.4% | +141.5% | -167.9% | -41.3% |
| YTD | -51.0% | +61.2% | -112.2% | -57.2% |
| 1Y | -50.8% | +49.2% | -99.9% | -56.6% |
| 3Y | -40.1% | -9.0% | -31.0% | -41.0% |
| 5Y | -41.2% | +7.2% | -48.4% | -47.5% |
| All | +217.8% | +152.7% | +65.1% | +121.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling