-9.0%
HUM vs UUUU
+74.5%
-83.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -5.0% | +7.3% | +2.1% |
| 7D | +2.1% | -10.5% | +12.6% | +1.8% |
| 30D | +5.4% | -10.5% | +15.9% | +5.1% |
| 3M | +11.4% | -14.1% | +25.5% | +10.9% |
| 6M | +141.5% | -35.5% | +177.0% | +138.4% |
| YTD | +61.2% | -10.9% | +72.1% | +60.0% |
| 1Y | +49.2% | +3.4% | +45.8% | +47.5% |
| 3Y | -9.0% | +73.1% | -82.2% | -10.4% |
| All | -9.0% | +74.5% | -83.6% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling