+30.6%
HUM vs SOXQ
+111.3%
-80.8%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.4% | -4.6% | -1.5% |
| 7D | +4.2% | +2.3% | +1.8% | +4.0% |
| 30D | +10.4% | -2.3% | +12.6% | +10.6% |
| 3M | +15.1% | -13.8% | +28.8% | +15.6% |
| 6M | +120.9% | +48.6% | +72.3% | +109.6% |
| YTD | +57.9% | +66.0% | -8.0% | +46.2% |
| 1Y | +30.6% | +107.9% | -77.3% | +10.4% |
| All | +30.6% | +111.3% | -80.8% | +10.4% |
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