+5.0%
UAL vs HUM
+31.0%
-26.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +2.6% |
| 7D | +0.7% | +4.2% | -3.4% | +0.3% |
| 30D | -16.1% | +10.4% | -26.5% | -17.0% |
| 3M | +6.1% | +15.1% | -8.9% | +4.5% |
| 6M | +10.8% | +120.9% | -110.1% | -0.6% |
| YTD | -0.4% | +57.9% | -58.3% | -6.3% |
| 1Y | +5.0% | +30.6% | -25.5% | -0.6% |
| All | +5.0% | +31.0% | -26.0% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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