-34.5%
PINS vs HUM
-11.5%
-23.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.8% | -8.5% | -9.1% |
| 7D | -13.9% | -0.2% | -13.6% | -13.8% |
| 30D | -25.0% | +3.7% | -28.7% | -25.4% |
| 3M | -16.6% | +10.4% | -27.0% | -17.9% |
| 6M | -7.0% | +125.7% | -132.7% | -17.8% |
| YTD | -29.4% | +57.3% | -86.7% | -34.1% |
| 1Y | -49.9% | +48.6% | -98.5% | -53.0% |
| All | -34.5% | -11.5% | -23.0% | -36.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling