+1,174.7%
MPC vs HUM
+148.3%
+1,026.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.6% |
| 7D | +3.2% | -0.2% | +3.5% | +3.3% |
| 30D | +25.0% | +3.7% | +21.3% | +23.7% |
| 3M | +55.2% | +10.4% | +44.8% | +50.3% |
| 6M | +86.4% | +125.7% | -39.3% | +46.3% |
| YTD | +148.5% | +57.3% | +91.1% | +113.7% |
| 1Y | +121.7% | +48.6% | +73.1% | +91.8% |
| 3Y | +172.9% | -11.3% | +184.2% | +170.5% |
| 5Y | +679.9% | +0.8% | +679.1% | +585.5% |
| 10Y | +1,174.7% | +146.7% | +1,028.1% | +661.9% |
| All | +1,174.7% | +148.3% | +1,026.4% | +661.9% |
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