+681.6%
HUM vs UUUU
-92.5%
+774.1%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.5% | +0.4% |
| 7D | -1.4% | -5.0% | +3.6% | -1.3% |
| 30D | +7.5% | -7.8% | +15.3% | +7.7% |
| 3M | +10.2% | -0.4% | +10.6% | +10.0% |
| 6M | +132.5% | -32.9% | +165.4% | +134.4% |
| YTD | +57.6% | -6.3% | +63.9% | +56.0% |
| 1Y | +48.6% | +7.9% | +40.7% | +45.2% |
| 3Y | -11.2% | +85.2% | -96.3% | -16.7% |
| 5Y | +4.8% | +97.0% | -92.2% | -3.8% |
| 10Y | +147.1% | +492.6% | -345.5% | +104.9% |
| All | +681.6% | -92.5% | +774.1% | +510.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling