+41.6%
TXN vs HUM
+31.0%
+10.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +1.8% |
| 7D | -0.1% | +4.2% | -4.2% | -0.2% |
| 30D | -6.9% | +10.4% | -17.3% | -7.2% |
| 3M | -14.9% | +15.1% | -30.0% | -15.2% |
| 6M | +29.0% | +120.9% | -91.9% | +23.4% |
| YTD | +51.5% | +57.9% | -6.5% | +48.0% |
| 1Y | +41.6% | +30.6% | +11.0% | +41.0% |
| All | +41.6% | +31.0% | +10.6% | +41.0% |
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