-47.1%
OPEN vs HUM
+31.0%
-78.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.9% | +0.8% |
| 7D | -4.3% | +4.2% | -8.4% | -4.9% |
| 30D | -16.2% | +10.4% | -26.6% | -17.7% |
| 3M | -36.4% | +15.1% | -51.4% | -37.7% |
| 6M | -35.5% | +120.9% | -156.4% | -44.3% |
| YTD | -46.0% | +57.9% | -103.9% | -51.5% |
| 1Y | -47.1% | +30.6% | -77.7% | -47.8% |
| All | -47.1% | +31.0% | -78.2% | -47.8% |
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 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