+22.8%
MET vs HUM
+31.0%
-8.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.5% |
| 7D | +1.2% | +4.2% | -3.0% | +0.8% |
| 30D | +1.4% | +10.4% | -9.0% | +0.6% |
| 3M | +17.7% | +15.1% | +2.6% | +16.1% |
| 6M | +35.0% | +120.9% | -85.9% | +24.7% |
| YTD | +26.3% | +57.9% | -31.7% | +20.2% |
| 1Y | +22.8% | +30.6% | -7.7% | +18.1% |
| All | +22.8% | +31.0% | -8.2% | +18.1% |
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