-58.4%
PINS vs HUM
+4.2%
-62.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -3.4% | +7.7% | -11.1% | -4.7% |
| 30D | -14.5% | +5.8% | -20.3% | -15.4% |
| 3M | -16.5% | +14.3% | -30.9% | -18.6% |
| 6M | -7.0% | +50.9% | -57.9% | -13.8% |
| YTD | -26.1% | +74.9% | -101.0% | -33.6% |
| 1Y | -30.0% | +86.9% | -116.9% | -37.9% |
| 3Y | -38.5% | -6.7% | -31.8% | -38.3% |
| 5Y | -58.4% | +4.8% | -63.2% | -61.7% |
| All | -58.4% | +4.2% | -62.6% | -61.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling