+1,837.5%
SNDK vs HUM
+50.8%
+1,786.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.3% | -5.8% | -3.8% |
| 7D | -6.1% | +2.1% | -8.2% | -6.4% |
| 30D | +21.5% | +5.4% | +16.1% | +20.4% |
| 3M | -13.2% | +11.4% | -24.6% | -14.3% |
| 6M | +149.2% | +141.5% | +7.7% | +131.2% |
| YTD | +588.1% | +61.2% | +526.9% | +539.9% |
| 1Y | +1,837.5% | +49.2% | +1,788.4% | +1,691.7% |
| All | +1,837.5% | +50.8% | +1,786.8% | +1,691.7% |
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