-8.8%
SMCI vs HUM
+50.8%
-59.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.3% | +5.0% | +7.0% |
| 7D | +1.3% | +2.1% | -0.8% | +1.1% |
| 30D | +6.6% | +5.4% | +1.2% | +6.0% |
| 3M | +25.4% | +11.4% | +14.0% | +24.2% |
| 6M | +26.1% | +141.5% | -115.4% | +16.2% |
| YTD | +37.0% | +61.2% | -24.2% | +29.1% |
| 1Y | -8.8% | +49.2% | -57.9% | -11.9% |
| All | -8.8% | +50.8% | -59.5% | -11.9% |
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