+504.3%
MUU vs HUM
+51.1%
+453.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -0.1% | -13.9% | -14.0% |
| 7D | -35.9% | +1.6% | -37.4% | -36.0% |
| 30D | -47.1% | +3.5% | -50.7% | -47.2% |
| 3M | -29.8% | +15.5% | -45.4% | -31.1% |
| 6M | +16.0% | +76.2% | -60.2% | +12.8% |
| YTD | +286.1% | +64.5% | +221.5% | +254.6% |
| 1Y | +504.3% | +50.0% | +454.3% | +431.2% |
| All | +504.3% | +51.1% | +453.2% | +431.2% |
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