+2,812.9%
MMM vs HUM
+5,562.3%
-2,749.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +0.3% |
| 7D | -3.3% | +4.2% | -7.5% | -3.9% |
| 30D | -7.0% | +10.4% | -17.4% | -8.3% |
| 3M | +10.8% | +15.1% | -4.2% | +8.5% |
| 6M | +5.8% | +120.9% | -115.2% | -5.8% |
| YTD | +6.8% | +57.9% | -51.2% | -0.9% |
| 1Y | +10.4% | +30.6% | -20.2% | +4.7% |
| 3Y | +104.7% | -9.6% | +114.3% | +100.2% |
| 5Y | +23.6% | +1.6% | +22.0% | +17.6% |
| 10Y | +54.1% | +146.4% | -92.3% | +28.7% |
| All | +2,812.9% | +5,562.3% | -2,749.4% | +1,325.4% |
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