+48.6%
HUM vs USFD
+23.2%
+25.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.2% |
| 7D | -1.4% | -8.0% | +6.6% | -1.6% |
| 30D | +7.5% | -13.1% | +20.6% | +7.1% |
| 3M | +10.2% | +6.5% | +3.7% | +10.4% |
| 6M | +132.5% | +5.7% | +126.8% | +132.8% |
| YTD | +57.6% | +27.5% | +30.1% | +53.5% |
| 1Y | +48.6% | +23.4% | +25.2% | +49.2% |
| All | +48.6% | +23.2% | +25.4% | +49.2% |
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