+5.3%
HUM vs SYY
+23.4%
-18.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.2% | +2.1% |
| 7D | +2.1% | +3.9% | -1.9% | +1.3% |
| 30D | +5.4% | -1.7% | +7.1% | +5.7% |
| 3M | +11.4% | +5.2% | +6.2% | +10.2% |
| 6M | +141.5% | -0.2% | +141.7% | +140.5% |
| YTD | +61.2% | +15.4% | +45.8% | +54.3% |
| 1Y | +49.2% | +5.6% | +43.6% | +46.4% |
| 3Y | -9.0% | +28.9% | -37.9% | -16.9% |
| All | +5.3% | +23.4% | -18.1% | -3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling