+50.0%
HUM vs SOXQ
+45.5%
+4.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.1% |
| 7D | +1.6% | -12.1% | +13.7% | +2.4% |
| 30D | +3.5% | -22.0% | +25.6% | +5.1% |
| 3M | +15.5% | -15.6% | +31.1% | +16.7% |
| 6M | +76.2% | -2.4% | +78.6% | +74.8% |
| YTD | +64.5% | +45.4% | +19.2% | +56.0% |
| 1Y | +50.0% | +47.7% | +2.3% | +41.5% |
| All | +50.0% | +45.5% | +4.6% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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