+2,981.5%
MUU vs HUM
+31.0%
+2,950.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +11.8% |
| 7D | +17.4% | +4.2% | +13.2% | +16.7% |
| 30D | +24.0% | +10.4% | +13.6% | +22.1% |
| 3M | -23.9% | +15.1% | -39.0% | -24.3% |
| 6M | +284.4% | +120.9% | +163.5% | +278.3% |
| YTD | +583.7% | +57.9% | +525.8% | +544.8% |
| 1Y | +2,981.5% | +30.6% | +2,950.9% | +2,731.9% |
| All | +2,981.5% | +31.0% | +2,950.5% | +2,731.9% |
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 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