+0.5%
RGTI vs HUM
+31.0%
-30.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +0.1% |
| 7D | -2.5% | +4.2% | -6.7% | -2.5% |
| 30D | -9.4% | +10.4% | -19.8% | -9.4% |
| 3M | -37.1% | +15.1% | -52.1% | -36.7% |
| 6M | -14.4% | +120.9% | -135.3% | -13.3% |
| YTD | -31.4% | +57.9% | -89.3% | -33.0% |
| 1Y | +0.5% | +30.6% | -30.0% | -9.8% |
| All | +0.5% | +31.0% | -30.5% | -9.8% |
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