+6.2%
PLD vs HUM
+84.4%
-78.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.1% |
| 7D | 0.0% | +7.7% | -7.7% | -0.2% |
| 30D | -3.7% | +5.8% | -9.5% | -3.9% |
| 3M | -7.9% | +14.3% | -22.3% | -8.3% |
| 6M | -9.2% | +50.9% | -60.1% | -10.3% |
| YTD | +3.1% | +74.9% | -71.8% | -1.1% |
| 1Y | +6.2% | +86.9% | -80.7% | +1.1% |
| All | +6.2% | +84.4% | -78.2% | +1.1% |
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