+7.1%
USAR vs HUM
+50.8%
-43.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.3% | -3.1% |
| 7D | -11.6% | +2.1% | -13.7% | -11.8% |
| 30D | -15.5% | +5.4% | -20.9% | -15.8% |
| 3M | -31.0% | +11.4% | -42.4% | -31.3% |
| 6M | -26.2% | +141.5% | -167.7% | -31.8% |
| YTD | +30.8% | +61.2% | -30.4% | +26.1% |
| 1Y | +7.1% | +49.2% | -42.1% | +1.5% |
| All | +7.1% | +50.8% | -43.7% | +1.5% |
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