+104,499.0%
MU vs HUM
+5,584.1%
+98,914.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.7% |
| 7D | +7.2% | +2.1% | +5.1% | +6.6% |
| 30D | +14.0% | +4.7% | +9.3% | +12.7% |
| 3M | +5.4% | +13.5% | -8.1% | +2.3% |
| 6M | +170.3% | +126.7% | +43.6% | +124.0% |
| YTD | +250.7% | +58.5% | +192.1% | +210.4% |
| 1Y | +662.1% | +31.7% | +630.4% | +596.5% |
| 3Y | +1,341.2% | -10.6% | +1,351.8% | +1,282.1% |
| 5Y | +1,319.3% | +2.5% | +1,316.9% | +1,188.5% |
| 10Y | +5,778.3% | +148.7% | +5,629.6% | +4,172.2% |
| All | +104,499.0% | +5,584.1% | +98,914.8% | +27,997.8% |
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