+30.6%
HUM vs USFD
+34.2%
-3.7%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -1.2% |
| 7D | +4.2% | -3.0% | +7.2% | +4.1% |
| 30D | +10.4% | +3.5% | +6.8% | +10.5% |
| 3M | +15.1% | +26.6% | -11.5% | +15.6% |
| 6M | +120.9% | +11.7% | +109.2% | +121.8% |
| YTD | +57.9% | +38.1% | +19.8% | +53.1% |
| 1Y | +30.6% | +33.4% | -2.8% | +29.6% |
| All | +30.6% | +34.2% | -3.7% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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