-26.2%
UBER vs HUM
+51.1%
-77.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +5.0% | +4.9% |
| 7D | +7.0% | +1.6% | +5.5% | +6.8% |
| 30D | +0.6% | +3.5% | -3.0% | 0.0% |
| 3M | -2.9% | +15.5% | -18.4% | -4.9% |
| 6M | -5.5% | +76.2% | -81.7% | -13.2% |
| YTD | -14.5% | +64.5% | -79.0% | -22.9% |
| 1Y | -26.2% | +50.0% | -76.2% | -31.8% |
| All | -26.2% | +51.1% | -77.3% | -31.8% |
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