-2.7%
SMCI vs HUM
+31.0%
-33.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.8% | +4.6% |
| 7D | +6.8% | +4.2% | +2.6% | +6.5% |
| 30D | +30.6% | +10.4% | +20.2% | +29.9% |
| 3M | -15.6% | +15.1% | -30.6% | -16.0% |
| 6M | +21.3% | +120.9% | -99.7% | +17.8% |
| YTD | +35.3% | +57.9% | -22.7% | +31.0% |
| 1Y | -2.7% | +30.6% | -33.3% | -9.9% |
| All | -2.7% | +31.0% | -33.7% | -9.9% |
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