+2,614.7%
LITE vs HUM
+148.3%
+2,466.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +1.2% |
| 7D | +13.6% | -0.2% | +13.8% | +13.6% |
| 30D | +21.6% | +3.7% | +17.9% | +20.9% |
| 3M | +20.3% | +10.4% | +9.9% | +18.7% |
| 6M | +54.4% | +125.7% | -71.4% | +35.7% |
| YTD | +168.3% | +57.3% | +111.0% | +146.9% |
| 1Y | +551.8% | +48.6% | +503.2% | +500.5% |
| 3Y | +1,891.5% | -11.3% | +1,902.8% | +1,908.5% |
| 5Y | +1,014.7% | +0.8% | +1,013.9% | +924.2% |
| 10Y | +2,614.7% | +146.7% | +2,468.1% | +1,879.8% |
| All | +2,614.7% | +148.3% | +2,466.4% | +1,879.8% |
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 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