+30.6%
HUM vs SYY
+1.0%
+29.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | 0.0% | -1.5% |
| 7D | +4.2% | -2.3% | +6.5% | +3.6% |
| 30D | +10.4% | -4.9% | +15.3% | +9.2% |
| 3M | +15.1% | +8.4% | +6.7% | +17.3% |
| 6M | +120.9% | -7.4% | +128.3% | +110.6% |
| YTD | +57.9% | +11.0% | +47.0% | +73.0% |
| 1Y | +30.6% | -0.2% | +30.8% | +37.1% |
| All | +30.6% | +1.0% | +29.6% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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