+7.4%
TT vs HUM
+50.8%
-43.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | +0.6% |
| 7D | -1.2% | +2.1% | -3.3% | -1.2% |
| 30D | -7.3% | +5.4% | -12.7% | -7.4% |
| 3M | -3.6% | +11.4% | -15.0% | -3.8% |
| 6M | +2.8% | +141.5% | -138.7% | +0.2% |
| YTD | +14.5% | +61.2% | -46.7% | +12.3% |
| 1Y | +7.4% | +49.2% | -41.7% | +5.0% |
| All | +7.4% | +50.8% | -43.4% | +5.0% |
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