+132,969.6%
UNH vs HUM
+5,550.8%
+127,418.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -3.2% | -1.4% | -1.7% | -2.5% |
| 30D | -3.5% | +7.5% | -10.9% | -6.6% |
| 3M | -4.2% | +10.2% | -14.4% | -8.7% |
| 6M | +38.3% | +132.5% | -94.2% | -6.8% |
| YTD | +19.2% | +57.6% | -38.4% | -4.3% |
| 1Y | +15.0% | +48.6% | -33.6% | -6.3% |
| 3Y | -14.5% | -11.2% | -3.4% | -15.3% |
| 5Y | +4.6% | +4.8% | -0.2% | -4.9% |
| 10Y | +241.1% | +147.1% | +94.0% | +114.5% |
| All | +132,969.6% | +5,550.8% | +127,418.8% | +16,539.6% |
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