+29.3%
V vs HUM
+51.1%
-21.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.1% | +3.9% | +3.8% |
| 7D | +9.0% | +1.6% | +7.4% | +8.9% |
| 30D | +18.1% | +3.5% | +14.6% | +17.6% |
| 3M | +18.3% | +15.5% | +2.8% | +17.0% |
| 6M | +34.1% | +76.2% | -42.1% | +26.3% |
| YTD | +25.2% | +64.5% | -39.3% | +18.0% |
| 1Y | +29.3% | +50.0% | -20.7% | +22.6% |
| All | +29.3% | +51.1% | -21.8% | +22.6% |
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 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