+4,477.6%
SMCI vs HUM
+697.1%
+3,780.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.3% | +5.0% | +6.7% |
| 7D | +1.3% | +2.1% | -0.8% | +0.8% |
| 30D | +6.6% | +5.4% | +1.2% | +5.3% |
| 3M | +25.4% | +11.4% | +14.0% | +22.2% |
| 6M | +26.1% | +141.5% | -115.4% | +1.6% |
| YTD | +37.0% | +61.2% | -24.2% | +20.0% |
| 1Y | -8.8% | +49.2% | -57.9% | -19.0% |
| 3Y | +44.6% | -9.0% | +53.6% | +37.5% |
| 5Y | +995.9% | +7.2% | +988.8% | +862.9% |
| 10Y | +1,801.4% | +152.7% | +1,648.7% | +1,127.8% |
| All | +4,477.6% | +697.1% | +3,780.5% | +1,440.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling