+494.4%
TEAM vs HUM
+152.7%
+341.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.2% | -0.3% |
| 7D | -5.2% | +2.1% | -7.3% | -5.6% |
| 30D | +15.8% | +5.4% | +10.4% | +14.5% |
| 3M | +101.5% | +11.4% | +90.0% | +97.1% |
| 6M | +138.2% | +141.5% | -3.3% | +101.0% |
| YTD | +10.8% | +61.2% | -50.4% | +0.2% |
| 1Y | +1.7% | +49.2% | -47.5% | -7.2% |
| 3Y | -16.0% | -9.0% | -7.0% | -17.6% |
| 5Y | -52.7% | +7.2% | -59.9% | -56.1% |
| All | +494.4% | +152.7% | +341.8% | +339.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling