+44.6%
SMCI vs HUM
-9.4%
+54.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.3% | +5.0% | +7.5% |
| 7D | +1.3% | +2.1% | -0.8% | +1.5% |
| 30D | +6.6% | +5.4% | +1.2% | +7.2% |
| 3M | +25.4% | +11.4% | +14.0% | +27.0% |
| 6M | +26.1% | +141.5% | -115.4% | +41.9% |
| YTD | +37.0% | +61.2% | -24.2% | +45.5% |
| 1Y | -8.8% | +49.2% | -57.9% | -4.4% |
| 3Y | +44.6% | -9.0% | +53.6% | +39.4% |
| All | +44.6% | -9.4% | +54.0% | +39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling