+46.4%
UBER vs HUM
-9.4%
+55.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -1.4% |
| 7D | -5.4% | +2.1% | -7.5% | -5.5% |
| 30D | -4.9% | +5.4% | -10.3% | -5.2% |
| 3M | +3.0% | +11.4% | -8.4% | +2.3% |
| 6M | -4.4% | +141.5% | -145.9% | -9.2% |
| YTD | -12.3% | +61.2% | -73.5% | -15.4% |
| 1Y | -24.3% | +49.2% | -73.5% | -26.9% |
| 3Y | +46.4% | -9.0% | +55.5% | +32.9% |
| All | +46.4% | -9.4% | +55.8% | +32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling