+746.4%
TEAM vs HUM
+159.1%
+587.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.9% |
| 7D | -4.7% | -0.2% | -4.4% | -4.6% |
| 30D | +17.0% | +3.7% | +13.3% | +16.0% |
| 3M | +85.9% | +10.4% | +75.5% | +81.8% |
| 6M | +116.7% | +125.7% | -9.1% | +82.0% |
| YTD | +9.6% | +57.3% | -47.7% | -1.5% |
| 1Y | -2.5% | +48.6% | -51.2% | -11.9% |
| 3Y | -14.0% | -11.3% | -2.7% | -15.3% |
| 5Y | -53.1% | +0.8% | -53.9% | -56.3% |
| 10Y | +502.9% | +146.7% | +356.3% | +271.4% |
| All | +746.4% | +159.1% | +587.3% | +383.6% |
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