+500.1%
XRT vs HUM
+816.4%
-316.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.5% | -2.2% |
| 7D | -0.3% | +2.1% | -2.3% | -0.7% |
| 30D | -5.6% | +4.7% | -10.3% | -6.7% |
| 3M | +2.5% | +13.5% | -11.0% | -0.8% |
| 6M | +3.7% | +126.7% | -123.0% | -15.5% |
| YTD | +1.0% | +58.5% | -57.6% | -11.3% |
| 1Y | -1.2% | +31.7% | -32.9% | -10.0% |
| 3Y | +43.4% | -10.6% | +54.0% | +38.7% |
| 5Y | -0.7% | +2.5% | -3.2% | -9.4% |
| 10Y | +123.7% | +148.7% | -25.0% | +56.1% |
| All | +500.1% | +816.4% | -316.3% | +150.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling