-49.8%
USAR vs HUM
+51.1%
-100.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.1% | -5.7% | -5.8% |
| 7D | -21.8% | +1.6% | -23.3% | -21.9% |
| 30D | -39.9% | +3.5% | -43.5% | -40.0% |
| 3M | -52.5% | +15.5% | -68.0% | -53.0% |
| 6M | -67.9% | +76.2% | -144.1% | -69.5% |
| YTD | -31.1% | +64.5% | -95.6% | -34.3% |
| 1Y | -49.8% | +50.0% | -99.9% | -49.8% |
| All | -49.8% | +51.1% | -100.9% | -49.8% |
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