+34.3%
TRV vs HUM
+31.0%
+3.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.3% |
| 7D | -0.1% | +4.2% | -4.3% | -0.3% |
| 30D | -3.4% | +10.4% | -13.8% | -3.7% |
| 3M | +26.4% | +15.1% | +11.3% | +25.8% |
| 6M | +19.3% | +120.9% | -101.6% | +15.8% |
| YTD | +28.3% | +57.9% | -29.6% | +26.4% |
| 1Y | +34.3% | +30.6% | +3.7% | +34.9% |
| All | +34.3% | +31.0% | +3.3% | +34.9% |
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 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