+10,266.7%
RTX vs HUM
+5,562.3%
+4,704.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | -0.5% |
| 7D | -5.2% | +4.2% | -9.3% | -5.8% |
| 30D | -9.4% | +10.4% | -19.7% | -10.9% |
| 3M | +12.3% | +15.1% | -2.8% | +9.3% |
| 6M | -3.1% | +120.9% | -124.0% | -16.0% |
| YTD | +10.7% | +57.9% | -47.3% | +0.7% |
| 1Y | +28.4% | +30.6% | -2.1% | +20.1% |
| 3Y | +147.1% | -9.6% | +156.7% | +139.6% |
| 5Y | +167.2% | +1.6% | +165.7% | +150.9% |
| 10Y | +274.7% | +146.4% | +128.3% | +202.0% |
| All | +10,266.7% | +5,562.3% | +4,704.4% | +4,503.3% |
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 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