-96.4%
HUMA price history and return analytics
+65.7%
-162.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -1.5% |
| 7D | -6.1% | -1.1% | -5.0% | -4.0% |
| 30D | -14.6% | -1.0% | -13.6% | -12.9% |
| 3M | -47.4% | +3.2% | -50.6% | -50.0% |
| 6M | -52.3% | +12.5% | -64.8% | -61.1% |
| YTD | -40.9% | +14.1% | -55.0% | -52.6% |
| 1Y | -62.1% | +18.9% | -81.0% | -71.2% |
| 3Y | -84.6% | +74.1% | -158.7% | -93.2% |
| All | -96.4% | +65.7% | -162.1% | -98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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