+119.6%
MPC vs HUM
+50.6%
+69.0%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -1.9% | -1.8% |
| 7D | +1.2% | -1.4% | +2.6% | +1.3% |
| 30D | +17.0% | +7.5% | +9.5% | +16.5% |
| 3M | +49.5% | +10.2% | +39.2% | +48.4% |
| 6M | +83.5% | +132.5% | -49.0% | +75.6% |
| YTD | +144.1% | +57.6% | +86.5% | +136.7% |
| 1Y | +119.6% | +48.6% | +71.0% | +112.3% |
| All | +119.6% | +50.6% | +69.0% | +112.3% |
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