+2,423.9%
MUU vs HUM
+67.2%
+2,356.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.2% | -9.5% | -9.4% |
| 7D | +3.6% | -1.4% | +5.0% | +3.8% |
| 30D | +22.3% | +7.5% | +14.8% | +20.5% |
| 3M | -8.2% | +10.2% | -18.4% | -9.5% |
| 6M | +256.3% | +132.5% | +123.8% | +219.9% |
| YTD | +534.4% | +57.6% | +476.8% | +479.7% |
| 1Y | +2,163.5% | +48.6% | +2,114.9% | +1,976.1% |
| All | +2,423.9% | +67.2% | +2,356.7% | +1,924.8% |
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