+69.6%
V vs HUM
+0.5%
+69.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -3.0% | -1.4% | -1.6% | -2.9% |
| 30D | +1.2% | +7.5% | -6.3% | +0.4% |
| 3M | +13.9% | +10.2% | +3.7% | +12.5% |
| 6M | +17.2% | +132.5% | -115.3% | +6.0% |
| YTD | +5.3% | +57.6% | -52.3% | -0.9% |
| 1Y | +9.5% | +48.6% | -39.1% | +3.4% |
| 3Y | +51.9% | -11.2% | +63.1% | +52.4% |
| 5Y | +69.6% | +4.8% | +64.8% | +55.9% |
| All | +69.6% | +0.5% | +69.1% | +55.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling