+1,183.9%
MET vs HUM
+5,922.9%
-4,739.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | -0.8% | -0.2% | -0.5% | -0.7% |
| 30D | -1.4% | +3.7% | -5.1% | -2.6% |
| 3M | +12.5% | +10.4% | +2.1% | +8.6% |
| 6M | +37.1% | +125.7% | -88.6% | +4.8% |
| YTD | +23.8% | +57.3% | -33.6% | +4.4% |
| 1Y | +24.1% | +48.6% | -24.5% | +5.6% |
| 3Y | +65.2% | -11.3% | +76.5% | +57.1% |
| 5Y | +82.3% | +0.8% | +81.4% | +61.2% |
| 10Y | +241.6% | +146.7% | +94.9% | +119.0% |
| All | +1,183.9% | +5,922.9% | -4,739.0% | +251.4% |
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