-60.6%
MSTR vs HUM
+50.6%
-111.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -11.2% | -1.4% | -9.8% | -11.1% |
| 30D | +33.8% | +7.5% | +26.3% | +33.0% |
| 3M | +11.5% | +10.2% | +1.2% | +10.5% |
| 6M | -7.2% | +132.5% | -139.7% | -16.9% |
| YTD | -15.4% | +57.6% | -73.0% | -22.6% |
| 1Y | -60.6% | +48.6% | -109.2% | -63.7% |
| All | -60.6% | +50.6% | -111.2% | -63.7% |
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