+14,738.3%
INTU vs HUM
+6,920.0%
+7,818.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.2% |
| 7D | +0.1% | +3.7% | -3.7% | -0.6% |
| 30D | +10.1% | +5.5% | +4.6% | +8.9% |
| 3M | -4.2% | +17.1% | -21.3% | -7.3% |
| 6M | -7.2% | +48.3% | -55.5% | -14.5% |
| YTD | -47.7% | +77.4% | -125.1% | -54.0% |
| 1Y | -46.7% | +92.6% | -139.3% | -53.9% |
| 3Y | -34.1% | -6.1% | -28.0% | -36.9% |
| 5Y | -43.3% | +6.2% | -49.5% | -47.6% |
| 10Y | +232.6% | +153.6% | +79.0% | +157.0% |
| All | +14,738.3% | +6,920.0% | +7,818.4% | +5,822.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling