+219.5%
SLV vs HUM
+1,070.0%
-850.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -2.3% |
| 7D | -5.8% | +3.7% | -9.6% | -6.1% |
| 30D | -12.1% | +5.5% | -17.6% | -12.4% |
| 3M | -24.1% | +17.1% | -41.3% | -24.9% |
| 6M | -44.4% | +48.3% | -92.7% | -45.7% |
| YTD | -31.5% | +77.4% | -108.9% | -34.1% |
| 1Y | -6.9% | +92.6% | -99.5% | -11.0% |
| 3Y | +116.0% | -6.1% | +122.1% | +115.0% |
| 5Y | +88.4% | +6.2% | +82.2% | +84.3% |
| 10Y | +167.9% | +153.6% | +14.3% | +141.1% |
| All | +219.5% | +1,070.0% | -850.5% | +111.1% |
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 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