-35.5%
PINS vs HUM
+51.1%
-86.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.3% |
| 7D | +1.4% | +1.6% | -0.1% | +1.0% |
| 30D | +5.8% | +3.5% | +2.3% | +4.6% |
| 3M | -17.0% | +15.5% | -32.5% | -20.2% |
| 6M | +1.8% | +76.2% | -74.4% | -13.3% |
| YTD | -18.0% | +64.5% | -82.6% | -27.3% |
| 1Y | -35.5% | +50.0% | -85.5% | -38.7% |
| All | -35.5% | +51.1% | -86.6% | -38.7% |
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