+8,425.6%
PWR vs HUM
+2,036.0%
+6,389.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.7% |
| 7D | +2.7% | -0.2% | +2.9% | +2.7% |
| 30D | -5.1% | +3.7% | -8.8% | -6.0% |
| 3M | -9.4% | +10.4% | -19.8% | -11.6% |
| 6M | +10.4% | +125.7% | -115.3% | -9.2% |
| YTD | +48.6% | +57.3% | -8.7% | +31.2% |
| 1Y | +68.0% | +48.6% | +19.4% | +49.2% |
| 3Y | +204.7% | -11.3% | +216.0% | +192.0% |
| 5Y | +451.9% | +0.8% | +451.1% | +403.3% |
| 10Y | +2,425.3% | +146.7% | +2,278.7% | +1,716.3% |
| All | +8,425.6% | +2,036.0% | +6,389.5% | +3,017.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling