-74.2%
OPEN vs HUM
+14.9%
-89.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.6% | -0.7% |
| 7D | -11.4% | +2.1% | -13.5% | -11.7% |
| 30D | -20.1% | +5.4% | -25.5% | -20.8% |
| 3M | -37.6% | +11.4% | -49.0% | -38.8% |
| 6M | -47.1% | +141.5% | -188.6% | -55.0% |
| YTD | -52.1% | +61.2% | -113.3% | -56.7% |
| 1Y | -73.5% | +49.2% | -122.6% | -75.8% |
| 3Y | -24.4% | -9.0% | -15.4% | -26.1% |
| 5Y | -85.1% | +7.2% | -92.3% | -85.5% |
| All | -74.2% | +14.9% | -89.1% | -74.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling