-92.9%
SNAP vs HUM
+1.5%
-94.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.1% |
| 7D | -5.0% | -0.2% | -4.8% | -5.0% |
| 30D | -0.7% | +3.7% | -4.5% | -1.3% |
| 3M | -5.0% | +10.4% | -15.4% | -6.5% |
| 6M | +3.5% | +125.7% | -122.2% | -7.9% |
| YTD | -34.2% | +57.3% | -91.5% | -39.2% |
| 1Y | -27.1% | +48.6% | -75.7% | -32.3% |
| 3Y | -43.5% | -11.3% | -32.1% | -43.6% |
| 5Y | -92.9% | +0.8% | -93.7% | -93.4% |
| All | -92.9% | +1.5% | -94.4% | -93.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling