+15,751.1%
TT vs HUM
+5,584.1%
+10,167.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +1.6% | +2.1% | -0.5% | +1.2% |
| 30D | -7.3% | +4.7% | -12.0% | -8.2% |
| 3M | -2.6% | +13.5% | -16.1% | -5.1% |
| 6M | +5.9% | +126.7% | -120.8% | -10.0% |
| YTD | +15.4% | +58.5% | -43.1% | +4.0% |
| 1Y | +8.2% | +31.7% | -23.5% | +0.3% |
| 3Y | +122.7% | -10.6% | +133.3% | +114.6% |
| 5Y | +145.0% | +2.5% | +142.5% | +126.4% |
| 10Y | +893.7% | +148.7% | +745.1% | +658.9% |
| All | +15,751.1% | +5,584.1% | +10,167.0% | +5,513.6% |
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