+2,684.0%
SNDK vs HUM
+31.0%
+2,653.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.2% | +13.1% | +12.1% |
| 7D | +17.2% | +4.2% | +13.0% | +16.4% |
| 30D | +28.8% | +10.4% | +18.5% | +26.5% |
| 3M | -1.1% | +15.1% | -16.2% | -2.6% |
| 6M | +190.5% | +120.9% | +69.5% | +167.6% |
| YTD | +633.0% | +57.9% | +575.1% | +584.1% |
| 1Y | +2,684.0% | +30.6% | +2,653.4% | +2,551.1% |
| All | +2,684.0% | +31.0% | +2,653.0% | +2,551.1% |
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